Best Financial Advisors in Northampton, MA

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List of Firms

Northampton, MA Fiduciary Financial Advisors

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FSB Financial Group
Location 85 Main St, Florence, MA 01062, USA
Phone (413) 586-1300
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Paul Pierce - Financial Advisor, Ameriprise Financial Services, LLC
Location 226 Russell St Ste A, Hadley, MA 01035, USA
Phone (413) 376-4702
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The Wealth Transition Collective
Location 1632 Northampton St, Holyoke, MA 01040, USA
Phone (413) 584-1805
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Hampshire Financial & Insurance Services
Location 214 State St, Northampton, MA 01060, USA
Phone (413) 584-0700
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Kunhardt Financial & Insurance Strategies
Location 351 Pleasant St Suite A, Northampton, MA 01060, USA
Phone (413) 584-1131
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Bank of America Financial Center
2 out of 5
Location 144 Main St, Northampton, MA 01060, USA
Phone (413) 586-9724
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Edward Jones - Financial Advisor: Daniel Rochon
Location 40 Maple St, Florence, MA 01062, USA
Phone (413) 584-8889
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Hart & Patterson Financial Group
SEC File# 801-119596
CRD# 310639
Location 19 Research Dr # 1, Amherst, MA 01002, USA
Phone (413) 253-9454
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Kathleen Collins Wealth Management
5 out of 5
Location Thornes Marketplace, 150 Main St 3rd Floor, Northampton, MA 01060, USA
Phone (413) 727-8764
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Keith Bixby - Financial Advisor, Ameriprise Financial Services, LLC
Location 125A Pleasant St Fl 2, Northampton, MA 01060, USA
Phone (413) 727-3895
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Edward Jones - Financial Advisor: John A McAndrew, AAMS™
Location 1593 Northampton St, Holyoke, MA 01040, USA
Phone (413) 533-4686
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TIAA Financial Services
Location 380 Russell St, Hadley, MA 01035, USA
Phone (877) 554-1002
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Parkview Financial
Location 21 College St, South Hadley, MA 01075, USA
Phone (413) 650-0017
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Financial Advisors in Northampton, MA

Where Certified Financial Advisors in Northampton, MA Serve

Northampton, MA is a charming city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Smith College campus to the iconic Calvin Theatre, there is no shortage of must-see sights. The city is home to several top employers, including Cooley Dickinson Hospital, Smith College, and the Northampton Public Schools. Major highways such as I-91 and Route 9 run through the city, providing easy access to nearby towns and cities. The downtown area is filled with a variety of unique shops and restaurants, while neighborhoods like Florence and Leeds offer a quieter, more residential feel. With so much to offer, Northampton is truly a gem of Western Massachusetts.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Northampton, MA can benefit greatly from the guidance of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized plan for saving and investing. With the high cost of living in Northampton, it can be challenging for residents to set aside money for their future. A financial advisor can help individuals prioritize their financial goals and develop a plan to achieve them. Additionally, Northampton is home to many small businesses, and a financial advisor can provide valuable advice on tax strategies, business planning, and retirement planning for business owners. By working with a financial advisor, residents of Northampton can gain peace of mind knowing they have a solid financial plan in place for their future.

Insurance Broker

Residents of Northampton, MA can benefit greatly from the services of an insurance broker. With the city's vibrant arts scene and bustling downtown area, many residents may need specialized insurance coverage for their businesses or personal property. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their unique needs. Additionally, Northampton experiences harsh winters, which can result in damage to homes and vehicles. An insurance broker can help residents find comprehensive coverage for these potential hazards. Overall, an insurance broker can provide peace of mind for Northampton residents, ensuring that they are protected in the event of unexpected events.

Retirement Planning

Residents of Northampton, MA would benefit greatly from the services of a retirement planner. A retirement planner can help individuals in Northampton navigate the complexities of retirement planning, including managing their finances, creating a retirement savings plan, and preparing for unexpected expenses. Specifically, Northampton has a large population of retirees and seniors, and a retirement planner can help these individuals make the most of their retirement years by ensuring they have a solid financial plan in place. Additionally, Northampton is known for its high cost of living, and a retirement planner can help residents manage their finances and plan for the future in a way that is tailored to their unique needs and goals. By working with a retirement planner, residents of Northampton can feel confident that they are prepared for whatever the future may hold.

Wealth Management

Residents of Northampton, MA can benefit greatly from the expertise of a wealth manager. One of the most common ways that a wealth manager can help is by creating a personalized investment plan that takes into account the unique financial goals and circumstances of each individual. For example, many residents of Northampton are employed by the nearby colleges and universities, which can provide unique opportunities and challenges when it comes to retirement planning. A wealth manager can help navigate these complexities and ensure that each individual is on track to achieve their financial goals. Additionally, many residents of Northampton are passionate about supporting local businesses and investing in their community. A wealth manager can help identify investment opportunities that align with these values and provide a sense of fulfillment beyond just financial gain.

Mortgage Loan Officer

Residents of Northampton, MA may seek assistance from a mortgage loan officer for a variety of reasons. One common way that a loan officer can help is by providing guidance on the home buying process, including mortgage options and pre-approval. With Northampton's competitive housing market, having a knowledgeable loan officer can give residents an edge in securing their dream home. Additionally, loan officers can provide refinancing options for those looking to lower their monthly mortgage payments or access equity in their home. With Northampton's vibrant arts and culture scene, residents may also seek a loan officer's assistance in securing a mortgage for a live-work space or artist studio. Overall, a mortgage loan officer can provide valuable support and guidance for Northampton residents navigating the complex world of home buying and financing.

Tax Services

Residents of Northampton, MA can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws and regulations that apply to their specific situation. For example, Northampton is home to many small business owners who may need help with tax planning and compliance. Additionally, residents who own multiple properties or have complex investment portfolios may require assistance with tax optimization strategies. A tax advisor can also help residents identify tax deductions and credits that they may be eligible for, which can result in significant savings. Overall, a tax advisor can provide invaluable support to Northampton residents in managing their tax obligations and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Northampton, MA can benefit from the services of an estate planning lawyer in a number of ways. One of the most common ways is by creating a will that outlines how their assets will be distributed after they pass away. This is especially important in Northampton, which has a large population of retirees and elderly residents who may have significant assets that they want to pass on to their loved ones. An estate planning lawyer can also help residents with other important tasks, such as setting up trusts, creating advance directives for healthcare, and minimizing tax liabilities. By working with an experienced attorney, residents can ensure that their wishes are carried out and their loved ones are protected.

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