TOP 30 Personalized financial service in Sturbridge, Massachusetts

18 results found

Edward Jones - Financial Advisor: Jeff Burdick is a finance institution located at 419 Main Street in Sturbridge, Massachusetts, United States. Jeff Burdick is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest for the future, Jeff Burdick can provide personalized financial advice to meet your needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jeff Burdick is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Irene M Garand is a Financial Advisor at Ameriprise Financial Services, LLC, located at 113 Main Street, Sturbridge, Massachusetts, United States. Irene holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Irene specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She is dedicated to upholding the highest ethical standards and continuously expanding her knowledge and expertise in the field of finance. Contact Irene M Garand for expert advice on investment strategies, estate planning, retirement planning, insurance products, and more.

Edward Jones - Financial Advisor: Trevor Nielsen is a reputable finance institution located at 419 Main Street in Sturbridge, Massachusetts, United States. With a focus on providing personalized financial advice and services, Trevor Nielsen and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or create a comprehensive financial strategy, Edward Jones is committed to providing top-notch guidance and support every step of the way. Contact Trevor Nielsen today to schedule a consultation and start building a brighter financial future.

Jackson Hewitt Tax Service located at 100 Charlton Road in Sturbridge, Massachusetts, offers a range of finance services to help you get your biggest refund. While their tax advance loans have ended for the year, their Tax Pros are still available to assist you with your tax preparation needs. You can conveniently drop off your tax documents and have a Tax Pro take care of the rest, including a quick call to review your final return and e-signing. Located within Walmart, you can get your taxes done while you shop, with the guarantee of receiving your biggest refund. Although Refund Advance loans are no longer available this year, early Refund Advance options were offered at select locations until January 14, 2023, and No Fee Refund Advance was available until February 11, 2024. Jackson Hewitt offers appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. It is recommended to book an appointment online or call (774) 490-9005 to reserve time with a Tax Pro.

Bens Bitcoin Consulting is a leading financial institution located at 217 Sturbridge Road in Charlton, Massachusetts, United States. Specializing in the world of cryptocurrency, our team of experts provides comprehensive consulting services to help clients navigate the complexities of the Bitcoin market. Whether you are a seasoned investor or new to the world of digital currency, our experienced professionals are here to offer personalized guidance and support. Trust Bens Bitcoin Consulting to help you make informed decisions and achieve your financial goals in the fast-paced world of Bitcoin.

McCurdy Investments is a renowned finance institution located at 212 Main Street in Sturbridge, Massachusetts, United States. With a strong reputation for providing expert financial advice and investment services, McCurdy Investments is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, the experienced team at McCurdy Investments is committed to providing personalized solutions tailored to your specific needs. Trust McCurdy Investments to guide you towards a secure financial future.

Cormier & Rea, Inc. is a reputable accounting and finance institution located at 73 Main Street in Sturbridge, Massachusetts, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, auditing, financial planning, or any other accounting needs, Cormier & Rea, Inc. is here to help. Our commitment to excellence and personalized service sets us apart as a trusted partner in your financial success. Contact us today to learn more about how we can assist you with your financial goals.

Linda Rodriguez EA is a trusted accounting and finance institution located at 113 Main Street in Sturbridge, Massachusetts, United States. With years of experience and expertise in tax preparation, bookkeeping, and financial planning, Linda Rodriguez EA offers personalized services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax filing or financial consulting, Linda Rodriguez EA is dedicated to providing professional and reliable solutions to meet your needs. Contact us today to schedule a consultation and take control of your financial future.

Joseph J. Szela & Associates, P.C. / Paul E Daoust is an accounting and finance institution located at 426 Worcester Road in Charlton, Massachusetts, United States. With a focus on helping clients increase their net worth and protect their assets, the professional staff at Joseph J. Szela & Associates, P.C. offers personalized service tailored to individual needs. With decades of combined experience in accounting, auditing, and taxation, the team is dedicated to providing ongoing advice and technical support to assist clients in making informed decisions. Serving various areas including Charlton, Southbridge, Auburn, Spencer, Leicester, Oxford, Webster, Dudley, Brimfield, and Sturbridge, Joseph J. Szela & Associates, P.C. / Paul E Daoust is committed to ensuring complete satisfaction for all clients.

Capstone Planning Group is a finance institution located at 200 Charlton Road in Sturbridge, Massachusetts, United States. We offer a comprehensive service experience for relationships over $250,000, providing private clients with personal financial guidance, retirement income planning, and custom recommendations from a dedicated Financial Consultant. Our Capstone EDGE program gives access to Guided Wealth Portfolios, an online platform for investors who do not require advanced financial planning. Portfolios of low-cost ETFs are professionally managed based on your risk profile. You can check the background of our financial professionals on FINRA's BrokerCheck. Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer. Insurance products are also available through LPL or its licensed affiliates. Please note that Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE are not registered as a broker-dealer or investment advisor. Securities and insurance offered through LPL or its affiliates are not insured by FDIC or any other government agency, not bank guaranteed, not bank deposits or obligations, and may lose value.

Rick John Simoneau is the Branch Sales Manager at Fairway Independent Mortgage Corporation in Sturbridge, Massachusetts, United States. With years of experience in the finance industry, Rick leads a team of professionals dedicated to providing top-notch mortgage services to clients. Whether you are a first-time homebuyer or looking to refinance, Rick and his team will work with you to find the best solution for your financial needs. Trust in Rick John Simoneau and Fairway Independent Mortgage Corporation for all your mortgage needs.

Accountant Charlton MA, located at 426 Worcester Road in Charlton, Massachusetts, offers accounting and finance services to help you achieve your financial goals. The institution, Joseph J. Szela & Associates, P.C., CPAs, is dedicated to providing personalized service tailored to your individual needs. With decades of experience in accounting, auditing, and taxation, the professional staff at Accountant Charlton MA is committed to helping you increase your net worth and protect your assets. Whether you are in Charlton, Southbridge, Auburn, Spencer, Leicester, Oxford, Webster, Dudley, Brimfield, or Sturbridge, Accountant Charlton MA is here to provide continuing advice and technical support to assist you in making informed decisions.

Citizens Supermarket Branch is a convenient banking facility located at 100 Charlton Road in Sturbridge, Massachusetts. This branch offers a range of financial services including ATM access, banking services, and personal finance assistance. Whether you need to withdraw cash, deposit funds, or speak with a financial advisor, Citizens Supermarket Branch is here to help. Visit us today to experience top-notch customer service and convenient banking solutions.

Chasse & Roche is a reputable insurance agency located at 69 Hall Road in Sturbridge, Massachusetts, United States. With a strong commitment to providing personalized insurance solutions to meet the unique needs of each client, Chasse & Roche offers a wide range of insurance products and services. Whether you are looking for home, auto, life, or business insurance, their team of experienced professionals is dedicated to helping you find the right coverage at the best possible price. Contact Chasse & Roche today to discuss your insurance needs and receive a tailored insurance plan that gives you peace of mind and financial security.

Legacy Counsellors, P.C. is an Estate Planning Law Firm located at 135 Main Street in Sturbridge, Massachusetts. They specialize in helping clients protect their assets and enhance the legacy they leave behind for their loved ones. Whether you are thinking about estate planning, retirement planning, or buying a home, Legacy Counsellors, P.C. can provide expert guidance and assistance. They serve clients in Massachusetts, Connecticut, and surrounding areas, including Easthampton, Southampton, Northampton, Hartford, Tolland, Windham, and more. With a focus on asset protection and preserving wealth for future generations, Legacy Counsellors, P.C. is dedicated to helping clients navigate the complexities of estate planning and financial security. Contact them today for a consultation and explore how they can help you secure your legacy.

Prime Rate Associates is a leading financial institution located at 20 Preserve Way in Sturbridge, Massachusetts, United States. Specializing in providing expert advice and services related to prime interest rates, our team of professionals is dedicated to helping individuals and businesses navigate the complex world of finance. With a commitment to excellence and personalized attention, Prime Rate Associates is the go-to destination for all your financial needs.

Cornerstone Bank is a trusted financial institution located at 200 Charlton Road in Sturbridge, Massachusetts. As a full-service bank, we offer a wide range of banking, loan, and investment services to meet your financial needs. With branches in Worcester, Park Ave, Charlton, and Holden, we are dedicated to serving our community and giving back through charitable donations and scholarship programs. Stay informed with the latest news and updates from Cornerstone Bank, where we are more than just a bank - we are a partner in your financial success.

Savers Bank, located at 55 Main Street in Sturbridge, Massachusetts, is a trusted financial institution offering a range of lending products, savings and checking accounts, and online and mobile banking solutions to help you manage your finances effectively. With over 100 years of experience serving the community, Savers Bank is dedicated to providing comprehensive financial services to Central Massachusetts and beyond. Our business banking team is committed to finding the right solutions for your individual or business needs, with tailored products and personalized service. As your financial partner, we strive to empower you with resources to succeed in both your personal and professional endeavors. Additionally, Savers Bank offers a Financial Literacy program called Banzai, rewards for referring friends and family, and a commitment to providing better service and financial solutions. Stay connected with us through our latest videos, community events, and social media platforms. Your feedback is important to us, so please let us know how we're doing. Please note that while we strive to provide valuable resources and information, Savers Bank is not responsible for the content of third-party websites linked from our page. Thank you for choosing Savers Bank as your trusted financial institution.