Best Financial Advisors in Springfield, MA

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List of Firms

Springfield, MA Fiduciary Financial Advisors

Hale Financial Planning Group, LLC
Location 1126 Elm St, West Springfield, MA 01089, USA
Phone (413) 781-5600
Merrill Lynch Wealth Management
Location 1414 Main St 23rd Floor, Springfield, MA 01144, USA
Phone (413) 747-6900
James Dowd - Raymond James
Location 1500 Main St, Springfield, MA 01115, USA
Phone (413) 372-6600
Fedor Financial Group LLC

5 out of 5

Location 1252 Level Rear, Elm St, West Springfield, MA 01089, USA
Phone (413) 726-9044
Merrill Lynch Wealth Management Advisor C. David Kaye
Location 1414 Main St 23rd Floor, Springfield, MA 01144, USA
Phone (413) 747-6971
Marilyn Zarkos
SEC File# 801-111055
CRD# 158043
Location 20 Island Pond Rd, Springfield, MA 01118, USA
Merrill Lynch Wealth Management Advisor Brendan McMahon
Location 1414 Main St, One Monarch Place Suite 2300, Springfield, MA 01144, USA
Phone (413) 747-6933
Morgan Stanley Financial Advisors
Location 1500 Main St 19th Fl, Springfield, MA 01115, USA
Phone (413) 734-7311
Northwestern Mutual

5 out of 5

Location 1351 Main St, Springfield, MA 01103, USA
Phone (413) 748-8700
Financial Resources of CT

5 out of 5

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

2 out of 5

Location 1295 State St, Springfield, MA 01111, USA
Phone (800) 542-6767
Vincent Petrangelo - Branch Manager, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1414 Main St Ste 1800, Springfield, MA 01144, USA
Phone (413) 504-1142
Dean Dagnoli - UBS Financial Services Inc.
Location One Monarch Place Suite 1400, Springfield, MA 01144, USA
Phone (413) 785-4911
Wells Fargo Advisors

3 out of 5

Location 1350 Main St Suite 38, Springfield, MA 01103, USA
Phone (413) 788-6111
James Foard Jr. - UBS Financial Services Inc.
Location One Monarch Place Suite 1400, Springfield, MA 01144, USA
Phone (413) 785-4938
Grenier Financial Advisors
SEC File# 801-42709
CRD# 10641
Location 1 Monarch Pl # 810, Springfield, MA 01144, USA
Phone (413) 736-6712
Raymond James & Associates
SEC File# 801-10418
CRD# 705
Location 1500 Main St #1700, Springfield, MA 01115, USA
Phone (413) 372-6600
Pioneer Insight Wealth Consultants - UBS Financial Services Inc.
Location One Monarch Place Suite 1400, Springfield, MA 01144, USA
Phone (413) 785-4948
Daryl DeVillier - Financial Advisor, Ameriprise Financial Services, LLC
Location 1414 Main St Ste 1800, Springfield, MA 01144, USA
Phone (413) 504-1142
Winer Levsky Group - UBS Financial Services Inc.
Location One Monarch Place Suite 1400, Springfield, MA 01144, USA
Phone (413) 785-4982
Joshua Elterman - Morgan Stanley
Location 1500 Main St 19th Fl, Springfield, MA 01115, USA
Phone (413) 736-1152
Image of Springfield, MA

About Springfield, MA

Springfield, MA is located in western Massachusetts and is the third largest city in the state. The city is home to many colleges and universities, including Springfield College, American International College, and Western New England University. The top employers in Springfield are Baystate Health, the City of Springfield, and Smith & Wesson. Major highways and streets in Springfield include Interstate 91 and U.S. Route 20. The neighborhoods in Springfield include Sixteen Acres, McKnight, Indian Orchard, and Forest Park.

Where Certified Financial Advisors in Springfield, MA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Services banks can provide Springfield, MA residents include: checking and savings accounts, cashing checks, money orders, issuing cash advances on credit cards, wire transfers, and accepting deposits. In addition to these services, many banks also offer a variety of investment products such as mutual funds, certificates of deposit (CDs), and individual retirement accounts (IRAs).

Insurance Broker

Residents of Springfield, MA can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates on insurance, and they can also help residents file claims and get the money they deserve after an accident or other incident.

Retirement Planning

Financial advisors in Springfield, MA can help residents with all aspects of retirement planning. This includes helping to create a budget, choosing the right type of retirement account, and making sure that investments are properly allocated. Financial advisors can also help retirees determine how much money they will need each year in retirement.

Wealth Management

Springfield, MA is a city that has seen better days. Once a thriving industrial center, it has fallen on hard times in recent years. The city's unemployment rate is twice the national average, and its per capita income is less than half the national average. In addition, more than a quarter of the city's residents live below the poverty line.Fortunately, Springfield has a number of programs and services available to help its residents get back on their feet. One such program is wealth management. Wealth management helps individuals and families save money and plan for their financial future. It can also help reduce or eliminate debt, and provide access to important resources like education and job training.

Estate Planning Lawyer

Estate planning lawyers can help Springfield, MA residents protect their assets and ensure that their loved ones are taken care of after they die. A good estate plan will include a will, power of attorney, and healthcare directive. These documents can help ensure that your wishes are carried out after you die, and that your loved ones are taken care of financially and medically. If you live in Springfield, MA, it is important to consult with an estate planning lawyer to make sure you have the best possible protection for yourself and your family.

Mortgage Loan Officer

Mortgage loan officers can help Springfield, MA residents in a number of ways. They can provide advice on the best type of mortgage for each individual, they can help people get pre-approved for mortgages, and they can assist with the paperwork involved in getting a mortgage. In addition, mortgage loan officers can help people find the best deals on mortgages, and they can advise borrowers on how to avoid foreclosure.

Tax Services

Tax accountants can help Springfield, MA residents save money on their taxes. By filing their taxes correctly, residents can take advantage of tax deductions and credits that they may not have been aware of. Tax accountants can also help residents plan for their future tax liabilities, so they can stay ahead of the curve.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Springfield, MA