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TOP 30 Retirement advisory in Amherst, MA
4 results found
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John L. Gauthier, CFP, ChFC, CLTC
John 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.
Stakeholders Capital, a Perigon Partner
Stakeholders Capital, a Perigon Partner, is a finance institution located at 321 Main Street in Amherst, Massachusetts, United States. We specialize in investing for the common good, managing assets, and planning for the future sustainably. Our mission is to help clients align their values with their financial goals. At Stakeholders Capital, we believe in maximizing both financial returns and positive impact in the world. We offer customized investment plans that consider each client's goals, risk tolerance, and impact objectives. Our team combines traditional investment strategies with expertise in impact and sustainable investing to create diversified portfolios tailored to individual needs.
Cynthia A Therrien, CLTC
Cynthia 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.
Dale A. Frank Insurance
Dale A. Frank Insurance, located at 2 Amherst Road in Sunderland, Massachusetts, is a finance and insurance agency dedicated to helping individuals and families achieve their ideal retirements. With a focus on integrity and transparency, our team assesses your financial situation to provide recommendations tailored to your best interests. Whether you are navigating a divorce or planning for retirement, we are here to guide you through every step of the process. Our founder, Shawn Wrisley, and Jared Walsh offer investment advisory products and services through AE Wealth Management, LLC, while Dale Frank offers securities through Madison Avenue Securities, LLC. Insurance products are offered through Dale Frank Financial Group, providing a comprehensive approach to financial planning. Contact us today to schedule a meeting or attend a seminar to learn more about our products and services. Our hours are Monday through Friday from 9 a.m. to 5 p.m. We look forward to helping you create confidence in your financial future.
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