Best Financial Advisors in Northampton, MA

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List of Firms

Northampton, MA Fiduciary Financial Advisors

Kathleen Collins Wealth Management

5 out of 5

Location Thornes Marketplace, 150 Main St 3rd Floor, Northampton, MA 01060, USA
Phone (413) 727-8764
Hampshire Financial & Insurance Services
Location 214 State St, Northampton, MA 01060, USA
Phone (413) 584-0700
Keith Bixby - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 125A Pleasant St Fl 2, Northampton, MA 01060, USA
Phone (413) 727-3895
FSB Financial Group
Location 85 Main St, Florence, MA 01062, USA
Phone (413) 586-1300
Kunhardt Financial & Insurance Strategies
Location 351 Pleasant St Suite A, Northampton, MA 01060, USA
Phone (413) 584-1131
Edward Jones - Financial Advisor: John A McAndrew, AAMS™
Location 1593 Northampton St, Holyoke, MA 01040, USA
Phone (413) 533-4686
Paul Pierce - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 226 Russell St Ste A, Hadley, MA 01035, USA
Phone (413) 376-4702
The Wealth Transition Collective
Location 1632 Northampton St, Holyoke, MA 01040, USA
Phone (413) 584-1805
TIAA Financial Services
Location 380 Russell St, Hadley, MA 01035, USA
Phone (877) 554-1002
Bank of America Financial Center

2 out of 5

Location 144 Main St, Northampton, MA 01060, USA
Phone (413) 586-9724
Edward Jones - Financial Advisor: Daniel Rochon
Location 40 Maple St, Florence, MA 01062, USA
Phone (413) 584-8889
Hart & Patterson Financial Group
SEC File# 801-119596
CRD# 310639
Location 19 Research Dr # 1, Amherst, MA 01002, USA
Phone (413) 253-9454
Parkview Financial
Location 21 College St, South Hadley, MA 01075, USA
Phone (413) 650-0017
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About Northampton, MA

Northampton, MA is a city located in Hampshire County in the western part of the state. It is considered part of the Pioneer Valley and is home to about 28,000 people. Some of the city's landmarks include Smith College, the Holyoke Range, and the Mount Tom Range. The top employers in Northampton are Smith College, Baystate Health, and Mount Holyoke College. The major highways and streets in Northampton are Route 9, Route I-91, and Route I-90. The neighborhoods in Northampton include Downtown Northampton, Florence, Leeds, and Haydenville.

Where Certified Financial Advisors in Northampton, MA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Northampton, MA offer a variety of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a number of other services, such as online banking, bill pay, and mobile banking. Most banks have several locations in Northampton, MA for residents to choose from.

Insurance Broker

Northampton, MA residents can benefit from the services of insurance brokers. These professionals can help people find the right policies to meet their needs and budget. In addition, insurance brokers can provide advice on how to make a claim and what steps to take if something goes wrong.

Retirement Planning

Financial advisors in Northampton, MA can help residents with retirement planning by providing advice on how to save for retirement and by helping to create a plan that is tailored to the individual's needs. Advisors can also provide guidance on investment options and help residents to stay on track with their retirement savings goals.

Wealth Management

Residents of Northampton, MA can benefit from wealth management services in order to make the most of their money. Wealth management can help individuals and families save money, grow their assets, and protect their finances. By working with a wealth manager, residents can get personalized advice on how to manage their money and reach their financial goals.

Estate Planning Lawyer

Estate planning lawyers in Northampton, MA can help residents protect their property and plan for the future. No one knows when their time will come, and it's important to have a solid estate plan in place in case something happens. An experienced lawyer can help residents create a will, designate power of attorney, and more.

Mortgage Loan Officer

Mortgage loan officers in Northampton, MA can help residents by providing them with the best rates and terms for their mortgage. They can also help residents find the right type of mortgage for their needs, and guide them through the process of getting a mortgage.

Tax Services

Tax accountants can help Northampton, MA residents save on their taxes. They can help residents file their tax returns and identify tax deductions and credits that they may be eligible for. They can also help residents plan their finances so that they can minimize their tax liability. Tax accountants can help make the tax filing process simpler and less stressful for residents.

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FAQs About Personal Financial Advisors in Northampton, MA