Professional financial planning in Amherst, MA
19 results found
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Financial Development Agency (FDA)
● OpenThe Financial Development Agency (FDA) is a leading institution located at 49 South Pleasant Street in Amherst, Massachusetts, United States. Our agency specializes in providing expert financial guidance and support to individuals, businesses, and organizations looking to achieve their financial goals. With a team of experienced professionals and a commitment to excellence, we offer a wide range of services including financial planning, investment management, and wealth building strategies. Whether you are looking to grow your savings, plan for retirement, or secure your financial future, the FDA is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards achieving financial success.
49 S Pleasant St, Amherst, MA 01002, United States -
Edward Jones - Financial Advisor: Tim Hampson, CFP®|ChFC®
● OpenEdward Jones - Financial Advisor: Tim Hampson, CFP®|ChFC® is a renowned finance institution located at 100 University Drive in Amherst, Massachusetts, United States. With a team led by Tim Hampson, a Certified Financial Planner and Chartered Financial Consultant, clients can expect personalized and professional financial advice tailored to their individual needs and goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Edward Jones is dedicated to helping you achieve financial success. Trust in the expertise and experience of Tim Hampson and his team at Edward Jones for all your financial planning and investment needs.
100 University Dr First Floor Suite 3, Amherst, MA 01002, United States -
Hart & Patterson Financial Group
● OpenHart & Patterson Financial Group is a leading finance institution located at 19 Research Drive in Amherst, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
19 Research Dr #1, Amherst, MA 01002, United States -
Livictus Financial Services
● OpenLivictus Financial Services is a leading finance institution located at 20 Gatehouse Road in Amherst, Massachusetts, United States. With a team of experienced professionals, Livictus offers a wide range of financial services including investment planning, wealth management, retirement planning, and more. Whether you are an individual looking to secure your financial future or a business seeking strategic financial solutions, Livictus is dedicated to providing personalized and comprehensive services to help you achieve your financial goals. Visit us today to learn more about how Livictus Financial Services can support your financial needs.
20 Gatehouse Rd, Amherst, MA 01002, United States -
Mass Elder Planning
● OpenMass Elder Planning is a trusted institution located at 1277 South East Street in Amherst, Massachusetts. We specialize in providing comprehensive planning services for the elderly population, ensuring that they have the support and resources they need to age with dignity and security. Our team of experienced professionals offers personalized guidance on estate planning, long-term care, financial management, and more. At Mass Elder Planning, we are committed to helping seniors and their families navigate the complexities of aging and make informed decisions for the future.
1277 S East St, Amherst, MA 01002, United States -
Merrill Lynch Financial Advisor Dan Whiting
● OpenWelcome to Merrill Lynch Financial Advisor Dan Whiting's practice, located at 2221 Washington Street, Newton, Massachusetts. As a dedicated financial advisor with Merrill Lynch Wealth Management, Dan Whiting offers a comprehensive suite of investment solutions and banking products through the powerful collaboration between Merrill and Bank of America. Since joining Merrill Lynch in 2018, Dan has been committed to providing personalized financial guidance, drawing on his extensive experience, including eight years at Fidelity Investments. Dan's disciplined and client-focused approach begins with a deep understanding of your unique needs, concerns, and financial priorities. As a CERTIFIED FINANCIAL PLANNER® professional, Dan is passionate about helping you design and implement a customized financial plan aimed at achieving your goals while effectively managing investment risks.
2221 Washington Street, Newton, Massachusetts 02462, United States -
413 LEASE
● Open413 LEASE is a premier real estate agency located at 10 Gatehouse Road in Amherst, Massachusetts. Specializing in property leasing, our dedicated team of professionals is committed to helping clients find the perfect rental property to suit their needs. Whether you are looking for a cozy apartment, a spacious house, or a commercial space, we have a wide range of listings to choose from. With our expertise and personalized service, we make the leasing process smooth and stress-free for both tenants and landlords. Contact 413 LEASE today to find your next dream rental property in the beautiful town of Amherst.
10 Gatehouse Rd #218, Amherst, MA 01002, United States -
Liebert Wealth Management
● OpenLiebert Wealth Management is a prestigious finance institution located at 101 Blue Hills Road in Amherst, Massachusetts, United States. With a strong focus on personalized financial planning and investment strategies, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Liebert Wealth Management offers tailored solutions to meet your individual needs. Trust us to provide expert advice, exceptional service, and a commitment to helping you build and preserve your wealth for generations to come.
Office Cabin, 101 Blue Hills Rd, Amherst, MA 01002, United States -
Pennyfarthing Investment Management
● OpenPennyfarthing Investment Management is a leading finance institution located at 6 South East Street in Amherst, Massachusetts, United States. With a strong track record of success, our team of experienced professionals offers personalized investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Pennyfarthing Investment Management is dedicated to providing expert guidance and tailored solutions to meet your unique needs. Contact us today to learn more about how we can help you secure a prosperous financial future.
6 S East St, Amherst, MA 01002, United States -
Gerald Hersh EA
● OpenGerald Hersh EA is a reputable accounting and finance institution located at 800 Main Street in Amherst, Massachusetts, United States. Our experienced team of professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, financial planning, or bookkeeping, we are here to help. Trust Gerald Hersh EA for all your accounting and finance needs.
800 Main St, Amherst, MA 01002, United States -
Liberty Tax
● OpenLiberty Tax is a finance institution located at 362 College Street in Amherst, Massachusetts, United States. They specialize in providing a wide range of tax services and financial advice to individuals and businesses. With a team of experienced professionals, Liberty Tax is dedicated to helping clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax preparation, planning, or filing, Liberty Tax is committed to delivering personalized and reliable services to meet your needs. Visit their office today to experience top-notch financial assistance and guidance.
362 College St, Amherst, MA 01002, United States -
The Stone Williams Group
● OpenThe Stone Williams Group, located at 28 Naushon Avenue in Oak Bluffs, Massachusetts, is a premier executive coaching firm founded by Eric with over 40 years of successful leadership experience. The firm specializes in helping companies grow their business and strengthen the skills of their leaders through assessing the environment, gathering pertinent facts, and providing implementable solutions to drive results. Eric's expertise in Leadership Development, Crisis Management, and Development of Strategic Framework has helped executives worldwide improve their overall effectiveness. Prior to founding the Stone Williams Group, Eric served as the Executive Vice President and Chief Operating Officer of a boutique public relations firm in Washington, DC. He was responsible for managing strategic planning, leadership development, human resources, facilities management, information technology, and budget and finance. Eric also spent 25 years with American Express Financial Advisors, finishing his career as a Group Vice President overseeing over 200 Financial Advisors, 33,000 clients, and $14 billion in client assets under management.
28 Naushon Ave, Oak Bluffs, MA 02557, United States -
John L. Gauthier, CFP, ChFC, CLTC
● OpenJohn L. Gauthier, CFP, ChFC, CLTC is a finance institution located at 30 Boltwood Walk in Amherst, Massachusetts, United States. Since 1995, our team has been helping consumers create programs and portfolios to pursue long-term financial goals. Specializing in investments, retirement, and public employee systems, we offer independent guidance and a strong commitment to ethics and integrity. Our focus is on providing comprehensive financial planning for individuals and couples, with a particular emphasis on the planning needs of public employees. As a Certified Financial Planner Professional ® with a background as a public employee and retirement counselor, John Gauthier has the knowledge and experience to provide specialized analysis to maximize pensions and protect loved ones. With expertise in retirement planning, investments, and insurance, John offers strategies to help clients pursue their financial goals. His wife, also a financial advisor, focuses on tax-advantaged retirement savings plans like 403(b)s for eligible public-school personnel.
30 Boltwood Walk Frnt-104, Amherst, MA 01002, United States -
Cynthia A Therrien, CLTC
● OpenCynthia A Therrien, CLTC is an insurance agency located at 30 Boltwood Walk in Amherst, Massachusetts, United States. Since 1995, the team at Cynthia A Therrien has been dedicated to helping consumers create programs and portfolios to pursue their long-term financial goals. Specializing in financial planning for public employees, Cynthia, a Certified Financial Planner Professional, offers comprehensive services including retirement planning, investments, and insurance. With a strong commitment to ethics and integrity, Cynthia and her husband John provide independent guidance to help clients maximize their pensions and protect their loved ones. The agency offers flexible appointment hours during the day, evening, and weekends to accommodate everyone's scheduling needs. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Copyright 2020 Gauthier Therrien Financial Partner.
30 Boltwood Walk, Amherst, MA 01002, United States -
Decker & Metevia
● OpenDecker & Metevia is a reputable accounting and finance institution located at 6 South East Street in Amherst, Massachusetts, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Clients can trust Decker & Metevia for expert advice and personalized solutions to meet their financial needs.
6 S East St, Amherst, MA 01002, United States -
TD Bank
● OpenTD Bank, located at 243 Triangle Street in Amherst, Massachusetts, is a full-service financial institution offering a range of services including banking, ATM access, and financial planning. Our dedicated Relationship Managers and wealth professionals are available to assist with your private banking, credit, investment, and financial planning needs. Whether you're looking to buy a home, build, renovate, or refinance, our mortgage loan officers are ready to help you navigate the process. We pride ourselves on offering personalized service and convenient hours, with human hours that accommodate your schedule including early mornings, late evenings, and weekends. Visit us for all your banking needs, from instant debit cards to savings accounts, and enjoy lollipops and dog biscuits while you're here. Our services also include 24/7 ATMs, foreign currency exchange, notary services, and safe deposit boxes. If our location doesn't have what you need, we'll help you find another TD Bank nearby. Start saving or reach your financial goals with us today, whether you're looking for a rainy day fund or a specific savings goal. When it comes to mortgages, we have the right options for buying or refinancing. Choose a credit card with rewards that suit your lifestyle, such as Cash Back for everyday purchases. For more information on foreign currency exchange, please visit our website. We look forward to welcoming you to TD Bank soon.
243 Triangle St, Amherst, MA 01002, United States -
Romney Associates Inc
● OpenRomney Associates Inc is a leading financial consulting firm located at 64 Carriage Lane in Amherst, Massachusetts. Our team of experienced professionals provides a wide range of financial services to individuals, businesses, and organizations. With a commitment to excellence and a focus on client satisfaction, we strive to help our clients achieve their financial goals and secure their financial future. From investment planning to retirement strategies, Romney Associates Inc offers personalized solutions tailored to meet the unique needs of each client. Contact us today to learn more about how we can help you achieve financial success.
64 Carriage Ln, Amherst, MA 01002, United States -
Legacy Counsellor, P.C.
● OpenLegacy Counsellor, P.C. is an Estate Planning Law Firm located at 437 Main Street in Amherst, Massachusetts. The firm serves clients in Massachusetts, Connecticut, and surrounding areas. With a focus on protecting and preserving assets, Legacy Counsellor helps individuals and families plan for the future and leave a lasting legacy for their loved ones. Whether you are a married couple like James & Patti, a business owner like Annabel, or someone like Thomas & Gloria who have inherited substantial wealth, Legacy Counsellor can assist you in creating a comprehensive estate plan that meets your unique needs and goals. By utilizing trusts and other asset protection strategies, the firm helps clients safeguard their assets from potential threats such as creditors, divorces, and taxes.
437 Main St, Amherst, MA 01002, United States -
Continental Moving Company LLC
● OpenWelcome to Continental Moving Company LLC, your trusted partner in seamless relocations and secure storage solutions. Located at 132 Emerson Street, Boston, Massachusetts, we are dedicated to making your moving experience stress-free and efficient, whether you're moving locally within Boston or across state lines. At Continental Moving Company, we understand that moving can be a daunting task, whether you're transitioning from a sprawling residence or a cozy one-bedroom apartment. Our team of experienced professionals is here to shoulder the burden, ensuring your move is smooth and well-organized every time.
132 Emerson Street, Boston, Massachusetts 02127, United States
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