Best Financial Advisors in Longmeadow, MA

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List of Firms

Longmeadow, MA Fiduciary Financial Advisors

Stifel

1 out of 5

Location 167 Dwight Rd #301, Longmeadow, MA 01106, USA
Phone (413) 565-8100
Vitae Wealth Management

5 out of 5

Location 734 Longmeadow St, Longmeadow, MA 01106, USA
Phone (413) 754-3212
Edward Jones - Financial Advisor: Jason S Hicklen, CFP®
SEC File# 801-3297
CRD# 250
Location 475 Longmeadow St, Longmeadow, MA 01106, USA
Phone (413) 525-3471
Woods David
Location 114 Prynnwood Rd, Longmeadow, MA 01106, USA
Phone (413) 567-0051
Egan Dennis G
Location 138 Longmeadow St, Longmeadow, MA 01106, USA
Phone (413) 567-8411
Command Wealth Management, Keith E Tatlock, CFP
Location 200 N Main St #4, East Longmeadow, MA 01028, USA
Phone (413) 224-2060
M Scott Investment Services, Inc. / Michael S. Poggi, CFP(R)
SEC File# 801-81108
CRD# 165616

5 out of 5

Location 61R N Main St #3, East Longmeadow, MA 01028, USA
Phone (413) 525-0030
Newbury Associates
Location 264 N Main St # 9, East Longmeadow, MA 01028, USA
Phone (413) 525-1113
Allen O Cheung - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 200 N Main St STE 1202, East Longmeadow, MA 01028, USA
Phone (413) 525-7025
Kemple Financial
Location 601 N Main St, East Longmeadow, MA 01028, USA
Phone (413) 507-3600
Deliso Financial Services
Location 540 Meadow St # 108, Agawam, MA 01001, USA
Phone (413) 785-1100
Austin Shuttleworth - Thrivent
Location 200 N Main St, East Longmeadow, MA 01028, USA
Phone (413) 525-9165
Hale Financial Planning Group, LLC
Location 1126 Elm St, West Springfield, MA 01089, USA
Phone (413) 781-5600
Marilyn Zarkos
SEC File# 801-111055
CRD# 158043
Location 20 Island Pond Rd, Springfield, MA 01118, USA
Financial Resources of CT

5 out of 5

Location One Monarch Place, Suite 2010, Springfield, MA 01144, USA
Phone (774) 241-3890
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About Longmeadow, MA

The town of Longmeadow, MA is located in Hampden County and is situated in the Springfield metropolitan area. The town has a population of approximately 13,000 people and is considered a suburb of Springfield. Some major landmarks in Longmeadow include the Sixteen Acres Shopping Center, the Longmeadow Country Club, and the Willard House and Clock Museum. The top employers in Longmeadow are Baystate Health, MassMutual, and John Deere Insurance. Major highways and streets in Longmeadow include Interstate 91, State Route 83, and the Mass Pike. The neighborhoods in Longmeadow are mainly suburban and include Windermere Estates, Indian Orchard Estates, and Pomeroy Farm.

Where Certified Financial Advisors in Longmeadow, MA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Longmeadow, MA can benefit from the many services that banks provide. Banks offer a variety of products and services that cater to the needs of their customers. Some of these products and services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer online banking and mobile banking which make it easy for customers to manage their accounts from anywhere at any time. Finally, banks provide a variety of resources to help their customers make informed financial decisions.

Insurance Broker

Residents of Longmeadow, MA can benefit from the services of insurance brokers. Insurance brokers can help residents find the best deals on car insurance, health insurance, and home insurance. They can also help residents file claims and get the money they deserve after an accident or disaster.

Retirement Planning

Financial advisors in Longmeadow, MA can help residents with retirement planning by providing guidance on how to save for retirement and plan for retirement expenses. Advisors can also help residents make the most of their retirement savings by suggesting investment strategies that will provide growth potential and income during retirement. In addition, advisors can work with residents to create a budget for post-retirement living, which can help ensure that retirees have enough money to cover all of their costs.

Wealth Management

Residents of Longmeadow, MA can benefit from wealth management in a number of ways. By working with a qualified wealth manager, residents can develop a plan that will help them save for their future and protect their assets. In addition, wealth management can help residents pay down debt and make smart investments.

Estate Planning Lawyer

If you're a Longmeadow, MA resident and you haven't yet created an estate plan, then you should talk to an estate planning lawyer today. Estate planning is the process of arranging for the management and disposal of your property after death. It's something that everyone should do, regardless of their age or wealth. An estate planning lawyer can help you create a will, power of attorney, and living will. They can also help you set up a trust fund or make other arrangements for your property. If something happens to you and you don't have an estate plan in place, then the courts will decide what happens to your property - and that may not be what you would want.

Mortgage Loan Officer

Mortgage loan officers in Longmeadow, MA can help residents by providing them with the best mortgage products and services available. By working with a qualified mortgage loan officer, residents can get the right home loan for their needs and budget. Loan officers can also help homeowners refinance their mortgages, which could save them money each month.

Tax Services

Longmeadow, MA residents can benefit from the help of a tax accountant to save money on their taxes. The accountants at ABC Tax Services are experienced in helping people in Longmeadow file their taxes correctly and get the most deductions possible. ABC Tax Services can also help Longmeadow residents plan for their future tax liabilities, so they can stay ahead of the game and avoid any surprises come tax time.

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