Retirement and investment planning in Springfield, Massachusetts

Freedom Credit Union is a financial institution located at 296 Cooley Street in Springfield, Massachusetts, United States. As an ATM and finance institution, we provide a range of services to meet the needs of our members. We are dedicated to supporting our community, and currently, eligible students can apply for college scholarships worth $1,250 each for the 2024 fall semester. Additionally, we are raising funds to benefit the Foundation for TJO Animals and Franklin County Regional Dog Shelter, as well as collecting donations for the Massachusetts Coalition for the Homeless throughout the month of January.

New Valley Bank & Trust (Monarch Place Branch & Corporate Headquarters) is a community bank located at One Monarch Place in Springfield, Massachusetts. We pride ourselves on providing person-to-person banking for the people and small businesses that make our Massachusetts communities thrive. As a local bank serving Western Mass, we reinvest in the region and make all finance and banking decisions right here in Western Mass. Our local lending process is fast and transparent, with you at the table every step of the way. We offer a variety of bank accounts to meet the needs of businesses of all types, with competitive pricing and easy-to-use solutions. Whether you're an established company or a new business, you can count on us to provide the best business banking solutions for your needs. Our team of bankers and small-business owners bring an entrepreneurial perspective to every account we serve, ensuring that you receive personalized service and support.

New Valley Bank & Trust (16 Acres Branch & Drive Up) is a community bank located at 1930 Wilbraham Road in Springfield, Massachusetts, United States. We offer a range of banking services including ATMs, finance, and person-to-person banking for individuals and small businesses in Western Massachusetts. Our local lending process is fast and transparent, with you at the table every step of the way. As a community bank, we reinvest in Western Mass and make all financial decisions locally. We provide various types of bank accounts to meet the needs of businesses of all types, with competitive pricing and easy-to-use solutions. Our goal is to offer the best business banking solutions for both established companies and new businesses in the region. As bankers and small-business owners ourselves, we bring an entrepreneurial perspective to every local business account we serve.

M&T Bank is a trusted financial institution located at 29 State Street in Springfield, Massachusetts, United States. As a full-service bank, M&T offers a wide range of banking and financial services to meet the needs of individuals, businesses, and organizations. With a commitment to providing personalized customer service and innovative financial solutions, M&T Bank strives to help customers achieve their financial goals and secure their financial futures. Whether you need a checking account, mortgage loan, investment advice, or business banking services, M&T Bank is here to help you every step of the way. Visit us today to experience the difference of banking with M&T.

Merrill Lynch Financial Advisor Ronald N Loftus, located at 1414 Main Street in Springfield, Massachusetts, is a reputable finance institution dedicated to helping clients achieve their long-term financial goals. The Hogan & Loftus Team offers personalized wealth management strategies tailored to individual needs, putting clients at the forefront of the process. With access to global investing resources and banking solutions from Merrill and Bank of America, clients can prioritize goals such as education funding, retirement planning, healthcare costs, and wealth preservation. The team emphasizes one-on-one collaboration to develop personalized financial approaches aligned with clients' life priorities. As a recipient of Forbes' "Best-in-State Wealth Management Teams" recognition in 2024, Merrill Lynch prides itself on exemplary client service and personalized financial planning. Advisors at Merrill strive to understand clients' needs, provide investment strategies, and offer comprehensive financial solutions to help clients stay on track towards achieving their goals. With a focus on building strong client relationships based on trust and personalized service, the team at Merrill Lynch is committed to helping clients navigate life's financial complexities and adapt their investment approaches to changing circumstances. Whether it's retirement planning, education funding, or wealth management, Merrill Lynch Financial Advisor Ronald N Loftus is dedicated to helping clients live their best financial life.

Moors & Cabot Inc is a reputable finance institution located at 1350 Main Street in Springfield, Massachusetts, United States. With a strong history of providing financial services to clients, Moors & Cabot Inc offers a wide range of investment options and expertise in wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or portfolio management, Moors & Cabot Inc is committed to providing personalized solutions tailored to your individual needs. Visit their office in Springfield to learn more about how they can help you navigate the complex world of finance.

Merrill Lynch Financial Advisor Nicholas A Hopley, located at 1414 Main Street, Springfield, Massachusetts, United States, is a finance institution dedicated to helping individuals pursue their long-term financial goals. Through personalized one-on-one consultations, they develop tailored financial strategies that address individual needs and priorities. With access to the investment insights of Merrill, trust and fiduciary services through Bank of America Private Bank, and the banking convenience of Bank of America, clients receive comprehensive wealth management solutions. The team of experienced advisors at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. By understanding each client's unique situation and goals, they create customized investment approaches to help clients stay on track and achieve what matters most to them. Whether it's planning for retirement, managing assets, or navigating market fluctuations, Merrill Lynch Financial Advisor Nicholas A Hopley offers the expertise and resources needed to help clients build a secure financial future.

State Street LLC is a finance institution located at 195 State Street in Springfield, Massachusetts, United States. With a strong presence in the financial industry, State Street LLC offers a wide range of services including asset management, investment banking, and wealth management. Their experienced team of professionals is dedicated to providing clients with top-notch financial solutions tailored to their individual needs. Whether you are looking to grow your investments or plan for retirement, State Street LLC is committed to helping you achieve your financial goals.

Charles Bonatakis - Raymond James is a finance institution located at 1500 Main Street in Springfield, Massachusetts, United States. With a team of experienced financial advisors, they provide personalized investment strategies and wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Charles Bonatakis - Raymond James offers comprehensive financial solutions tailored to your individual needs. Trustworthy, reliable, and dedicated to client satisfaction, they are committed to helping you secure a stable financial future.

Peter Alexopoulos, CFP - UBS Financial Services Inc. is a renowned finance institution located in Springfield, Massachusetts, United States. With a team of experienced professionals, they provide comprehensive financial planning and investment services to help clients achieve their financial goals. Whether you are looking to plan for retirement, build wealth, or protect your assets, the experts at Peter Alexopoulos, CFP - UBS Financial Services Inc. are dedicated to providing personalized solutions tailored to your individual needs. Trustworthy and reliable, this institution is committed to helping clients secure their financial future.

Michael Gregory - Morgan Stanley is a finance institution located at 1500 Main Street in Springfield, Massachusetts, United States. As a branch of the renowned Morgan Stanley, we offer a wide range of financial services including wealth management, investment banking, and advisory services. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. With a commitment to excellence and personalized service, Michael Gregory - Morgan Stanley is your trusted partner in financial success.

JDL Financial is a reputable financial institution located at 11 Preston Street in Springfield, Massachusetts, United States. Specializing in finance, our experienced team offers a wide range of services including investment management, financial planning, and retirement solutions. With a commitment to personalized service and a focus on helping clients achieve their financial goals, JDL Financial is a trusted partner for individuals and businesses alike. Contact us today to learn more about how we can help you secure your financial future.

Bank of America is a trusted financial institution located at 1724 Boston Road in Springfield, Massachusetts. Our convenient Drive-thru ATM allows customers to quickly and easily access their accounts without leaving the comfort of their vehicle. With a wide range of banking services and expert financial advisors, Bank of America is committed to helping individuals and businesses achieve their financial goals. Visit us today to experience top-notch customer service and cutting-edge banking technology.

Robert Morin, CFP - UBS Financial Services Inc. is a reputable finance institution located in Springfield, Massachusetts, United States. As a Certified Financial Planner, Robert Morin and his team provide expert financial advice and services to help clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, clients can trust in the expertise and professionalism of the team at Robert Morin, CFP - UBS Financial Services Inc. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, this institution is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Mark Brown - Morgan Stanley is a prestigious finance institution located at 1500 Main Street in Springfield, Massachusetts, United States. With a strong reputation for excellence in financial services, Mark Brown - Morgan Stanley provides a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Mark Brown - Morgan Stanley is committed to delivering exceptional service and results for their clients.

Geoffrey Moore - Raymond James is a finance institution located at 1500 Main Street in Springfield, Massachusetts. As a part of the Raymond James financial services network, this institution offers a wide range of financial services and investment options to individuals and businesses in the United States. With a team of experienced professionals, Geoffrey Moore - Raymond James is committed to providing personalized financial solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, this institution is dedicated to helping you navigate the complexities of the financial world.

Dean Dagnoli - UBS Financial Services Inc. is a reputable finance institution located in Springfield, Massachusetts, United States. With a strong focus on providing top-notch financial services to its clients, the institution is known for its expertise in wealth management, investment advisory, and financial planning. Dean Dagnoli and his team of professionals are dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Dean Dagnoli - UBS Financial Services Inc. is here to help you every step of the way.

The Ravosa Dagnoli Wealth Management Group - UBS Financial Services Inc. is a leading financial institution located at One Monarch Place in Springfield, Massachusetts, United States. With a team of experienced professionals, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your assets, the team at Ravosa Dagnoli Wealth Management Group is dedicated to providing personalized solutions tailored to your individual needs. Trustworthy, reliable, and committed to excellence, they are the go-to choice for individuals and families seeking expert financial guidance.

UBS Financial Services Inc. is a reputable finance institution located at One Monarch Place in Springfield, Massachusetts, United States. With a strong presence in the financial industry, UBS offers a wide range of financial services to meet the needs of individual and institutional clients. From wealth management to investment banking, UBS is committed to providing top-notch financial solutions tailored to each client's unique goals and objectives. With a team of experienced professionals and a track record of success, UBS Financial Services Inc. is a trusted partner for all your financial needs.

Luis E Escobar PC is a reputable accounting and finance institution located at 1 Stafford Street in Springfield, Massachusetts. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses in the area. Our commitment to excellence and personalized approach sets us apart from other firms, making us a trusted partner for all your accounting and financial needs. Contact us today to see how we can help you achieve your financial goals.

Westfield Bank is a trusted financial institution located at 39 Morgan Road in West Springfield, Massachusetts, United States. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. Our convenient location features an ATM for easy access to cash withdrawals and account services. Whether you're looking to open a new account, apply for a loan, or simply manage your finances, Westfield Bank is here to help. Visit us today to experience personalized service and expert guidance from our team of experienced professionals.

Wellfleet Group, LLC is a leading financial services institution located at 1500 Main Street in Springfield, Massachusetts, United States. With a focus on providing comprehensive wealth management solutions, Wellfleet Group, LLC offers a wide range of services including investment management, financial planning, retirement planning, and estate planning. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world and build a solid foundation for long-term success.