Retirement Planning in Longmeadow, MA

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Top Retirement Planners in Longmeadow, MA

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Deliso Financial Services
Location 540 Meadow St # 108, Agawam, MA 01001, USA
Phone (413) 785-1100
Directions
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Raymond James
Location 136 Dwight Rd # 2, Longmeadow, MA 01106, USA
Phone (413) 746-0111
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Horizon Investment Management Group
5 out of 5
Location 200 N Main St, East Longmeadow, MA 01028, USA
Phone (413) 525-3210
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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
Directions
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Bond Financial Group, Inc.
5 out of 5
Location 180 Denslow Rd STE 2, East Longmeadow, MA 01028, USA
Phone (413) 754-4747
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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
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Retire Ready Advisors
Location 60 Shaker Rd 2nd Floor, East Longmeadow, MA 01028, USA
Phone (508) 843-1590
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Kemple Financial
Location 601 N Main St, East Longmeadow, MA 01028, USA
Phone (413) 507-3600
Directions
SEC File# 801-10746
CRD# 793
1 out of 5
Location 167 Dwight Rd #301, Longmeadow, MA 01106, USA
Phone (413) 565-8100
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Newbury Associates
Location 264 N Main St # 9, East Longmeadow, MA 01028, USA
Phone (413) 525-1113
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Trombley Associates Investment and Retirement Planning
5 out of 5
Location 85 Post Office Park, Wilbraham, MA 01095, USA
Phone (413) 596-6992
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The Wealth Transition Collective
Location 1632 Northampton St, Holyoke, MA 01040, USA
Phone (413) 584-1805
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Speros Frangules - 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
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: Closed Saturday: Closed Sunday: Closed
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Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
Location 382 N Main St Suite 201, East Longmeadow, MA 01028, USA
Phone (833) 752-6333
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Petruzzelli Financial Services
Location 123 Dwight Rd, Longmeadow, MA 01106, USA
Phone (413) 754-3468
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Peak Wealth Advisors
Location 96 Shaker Rd, East Longmeadow, MA 01028, USA
Phone (413) 224-2488
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Longmeadow Investment Advisors
Location 175 Dwight Rd # 204, Longmeadow, MA 01106, USA
Phone (413) 567-8200
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JP SANTANIELLO Retirement Planning Solutions
Location 813 Williams St, Longmeadow, MA 01106, USA
Phone (413) 505-4759
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Bradway Financial
Location 734 Bliss Rd # 2, Longmeadow, MA 01106, USA
Phone (413) 567-3773
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Joyce Financial and Insurance Services - Northwestern Mutual
Location 1351 Main St, Springfield, MA 01103, USA
Phone (413) 748-8744
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King Covenant Financial (LPL) / Harold King, CFP (R)
Location 69 Maple St, East Longmeadow, MA 01028, USA
Phone (413) 224-1880
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Epstein Financial Services
3 out of 5
Location 12 Somers Rd, East Longmeadow, MA 01028, USA
Phone (877) 932-6236
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Singer Potito Associates Inc
Location 4 Ridgewood Rd, East Longmeadow, MA 01028, USA
Phone (413) 525-6600
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Pete Sherman - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 200 N Main St STE 1202, East Longmeadow, MA 01028, USA
Phone (413) 525-7025
Directions
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Holiday Bluebird Estates
4 out of 5
Location 1 Apple Blossom Ln, East Longmeadow, MA 01028, USA
Phone (413) 525-8600
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Charlie Alvanos - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 1349 Springfield St, Feeding Hills, MA 01030, USA
Phone (413) 821-9380
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Justin Rodrigues, CFP®, Financial Advisor
5 out of 5
Location 200 Silver St Suite 212, Agawam, MA 01001, USA
Phone (860) 995-9332
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Retirement Planning in Longmeadow, MA

About Longmeadow, MA for Those Planning to Retire

Longmeadow, MA is a picturesque town located in Hampden County, Massachusetts, known for its beautiful tree-lined streets, historic architecture, and vibrant community. The town is home to several notable landmarks, including the Longmeadow Town Green, which features a gazebo and is surrounded by historic homes and buildings. Other landmarks include the Storrs Library, the Longmeadow Country Club, and the Longmeadow Shops. Top employers in Longmeadow include Baystate Health, MassMutual Financial Group, and the Longmeadow Public Schools. The town is also home to several small businesses and locally-owned shops, which contribute to the town's unique character and charm. Major highways and streets in Longmeadow include Interstate 91, Route 5, and Route 83. These highways provide easy access to neighboring towns and cities, including Springfield and Hartford, CT. Longmeadow is divided into several distinct neighborhoods, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Longmeadow, MA can benefit from a bank in various ways. One of the most common ways is through access to financial products and services that can help them achieve their financial goals. For instance, Longmeadow is a town with a high median household income, which means that residents may have unique financial needs that require specialized products and services. A bank can offer customized solutions such as wealth management, investment advice, and lending options for businesses and individuals. Additionally, a bank can provide Longmeadow residents with a sense of security by offering insurance products, such as life and home insurance, to protect their assets. Overall, a bank can be a valuable resource for Longmeadow residents looking to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Longmeadow, MA can benefit from the services of an insurance broker in a multitude of ways. The town's population of over 15,000 individuals is made up of a diverse mix of families, young professionals, and retirees, each with their own unique insurance needs. An insurance broker can help Longmeadow residents navigate the complexities of insurance policies and find coverage that fits their specific circumstances. For example, many Longmeadow residents own homes that were built in the early to mid-20th century and may require specialized coverage for older homes. An insurance broker can help homeowners find policies that address issues like outdated electrical systems or lead paint, which are common concerns in older homes. Additionally, Longmeadow is home to a number of small businesses, and an insurance broker can help these owners find comprehensive coverage that protects their assets and liabilities.

Wealth Management

Residents of Longmeadow, MA can benefit greatly from the services of a wealth manager. With a median household income of $118,000 and a high cost of living, many residents may struggle to manage their finances effectively. A wealth manager can provide guidance on budgeting, investing, and retirement planning to help residents achieve their financial goals. Additionally, Longmeadow is known for its strong school system, which can lead to high education costs for families. A wealth manager can help families plan for these expenses and ensure that they are able to provide their children with the best education possible. Furthermore, Longmeadow has a large population of retirees, who may need assistance with managing their retirement savings and creating a sustainable income stream. A wealth manager can provide guidance on how to maximize Social Security benefits, minimize taxes, and create a retirement plan that meets their unique needs.

Financial Advisor

Residents of Longmeadow, MA can benefit from the guidance of a financial advisor in various ways. One of the most common ways is by helping them plan for retirement. With a median age of 47.7 years, Longmeadow has a higher percentage of older adults compared to other cities in Massachusetts. A financial advisor can help these individuals create a retirement plan that suits their lifestyle and goals, taking into consideration the rising cost of healthcare and inflation. Additionally, Longmeadow is a town with a high cost of living, and a financial advisor can assist residents in managing their expenses and budgeting effectively. They can also provide guidance on investing in the local market, which is dominated by the healthcare and education industries. With the complexities of the financial world, seeking advice from a professional can help Longmeadow residents achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Longmeadow, MA can benefit from the services of a mortgage loan officer in numerous ways. One of the most common ways is by offering personalized mortgage solutions that cater to their unique financial needs. With Longmeadow being a town that has a median home value of $424,500, residents require a mortgage loan officer who can help them navigate the complex mortgage market. A loan officer can help residents secure the best possible interest rates, provide expert advice on different mortgage products, and help them understand the nuances of the home buying process. Additionally, a mortgage loan officer can assist residents in accessing various government-sponsored programs that offer down payment assistance or reduced interest rates. With the town's proximity to Springfield and Hartford, a mortgage loan officer can also help residents take advantage of the competitive housing market in these cities. Overall, the expertise of a mortgage loan officer can make the home buying process smoother and more manageable for residents of Longmeadow, MA.

Tax Services

Residents of Longmeadow, MA could benefit from the expertise of a tax advisor in numerous ways. With its high property values and significant number of affluent residents, Longmeadow is a town where tax planning is crucial. A tax advisor can help residents navigate the complexities of federal and state tax laws, ensuring they are taking advantage of all available deductions and credits. Additionally, Longmeadow is home to many small business owners, who can benefit from a tax advisor's assistance with tax planning and compliance. With the recent changes to the tax code, it's more important than ever for Longmeadow residents to have a knowledgeable tax advisor on their side.

Estate Planning Lawyer

Residents of Longmeadow, MA can benefit greatly from the services of an estate planning lawyer. With the town's affluent population, many residents have substantial assets that require careful planning and management. An estate planning lawyer can assist with creating wills and trusts, establishing power of attorney, and developing strategies for minimizing estate taxes. Furthermore, Longmeadow is home to many families with children, and an estate planning lawyer can help ensure that their children are protected and provided for in the event of their parents' untimely death. The lawyer can also advise on healthcare proxies and living wills, which are particularly important in Massachusetts where end-of-life care is a hotly debated topic. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to Longmeadow residents as they navigate the complexities of estate planning.

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