Find a Financial Advisor in Longmeadow, MA

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We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners will never sell investment products they receive a commission from

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All of our partners have been in business for 10+ years

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All of our partners are advisors who hold the proper designations from FINRA

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All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Longmeadow, MA


  • Financial Advisor Close to Longmeadow, MA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Longmeadow, MA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Longmeadow, MA

We evaluated over 13,000 RIA firms to bring you the best of the best Longmeadow financial advisors.
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How Retirement-Friendly is Longmeadow, MA?

  • Population: 15,791
  • % of Population 62 Years and Over: 25.2%
  • Average Home Value: $343,500
  • Average Monthly Housing Cost: $1,894
  • Average Household Income: $162,044
  • Massachusetts Total Tax Burden: 8.77% (20th Highest in U.S.)
  • Massachusetts Property Tax: 3.57% (13th Highest in U.S.)
  • Massachusetts Individual Income Tax: 3.29% (6th Highest in U.S.)
  • Massachusetts Sales and Excise Tax: 1.91% (6th Lowest in U.S.)



The Top Financial Advisor Firms in Longmeadow, MA

 

GHISALLO CAPITAL MANAGEMENT LLC

Website

(212) 624-0550

734 Longmeadow Street
Suite 301 Box #23
Longmeadow, MA 1106

SEC#: 801-119233
Years in Business: 1 years

GARRETT INVESTMENT ADVISORS, LLC

Website

(413) 565-2839

734 Longmeadow Street
Suite 300 Box #11
Longmeadow, MA 1106

SEC#: 801-72913
Years in Business: 10 years

BAY COLONY ADVISORY GROUP, INC.

Website

(800) 936-1752

734 Bliss Road
Suite 3
Longmeadow, MA 1106

SEC#: 801-107792
Years in Business: 6 years

GARRETT INVESTMENT ADVISORS, LLC

Website

(413) 565-2839

734 Longmeadow Street
Suite 300 Box #11
Longmeadow, MA 1106

SEC#: 801-72913
Years in Business: 10 years

GARRETT INVESTMENT ADVISORS, LLC

Website

(413) 565-2839

734 Longmeadow Street
Suite 300 Box #11
Longmeadow, MA 1106

SEC#: 801-72913
Years in Business: 10 years

ELEVAGE PARTNERS, LLC

Website

(800) 725-1622

734 Bliss Road
Suite 1
Longmeadow, MA 1106

SEC#: 801-112475
Years in Business: 4 years

NAPATREE CAPITAL LLC

Website

(401) 868-1115

314 Longmeadow St.

Longmeadow, MA 1106

SEC#: 801-120842
Years in Business: 1 years

GARRETT INVESTMENT ADVISORS, LLC

Website

(413) 565-2839

734 Longmeadow Street
Suite 300 Box #11
Longmeadow, MA 1106

SEC#: 801-72913
Years in Business: 10 years

BAY COLONY ADVISORY GROUP, INC.

Website

(800) 936-1752

734 Bliss Road
Suite 3
Longmeadow, MA 1106

SEC#: 801-107792
Years in Business: 6 years

 


Longmeadow, MA Financial Advisor FAQs

Longmeadow is a town inside the United States, located in Hampden County. Longmeadow is a town in western Massachusetts, directly south of Springfield. It is bounded on the west by the Connecticut River and Agawam, on the east by East Longmeadow, and then on the south by Enfield, Connecticut. Bay Path University is a small university with only 100 staff and a $59.1 million annual income. It is the major employer in Longmeadow, Massachusetts. Longmeadow was best known in the 19th and early 20th centuries as the location where Longmeadow brownstone was mined. Longmeadow brownstone is used in a number of well-known American structures, notably Princeton University's Neo-Gothic library. We can be of help on your financial journey through financial advisors stationed in Longmeadow, MA. Longmeadow is a town in Hampden County, Massachusetts. Longmeadow is located in the western part of the state, south of Springfield, adjacent to the Connecticut River and Agawam to the west, East Longmeadow to the east, and Enfield, Connecticut to the south. It stretches about 3 miles from north to south and 4 miles from east to west and is about 20 miles north of Hartford. Longmeadow's largest industries are health & social care, educational services, and finance & insurance, while the highest paying industries are finance & insurance, real estate & leasing administration, and waste management services. See where nearby financial advisors serve through the links below.

A financial advisor costs a wide range, depending on the complexity of your needs and your willingness to travel for meetings. A financial advisor can charge anywhere from $1,000-$5,000/year for clients with straightforward needs who are willing to visit them in their office or do video calls at set times.

The goal of a financial advisor is to help plan for long-term goals. This includes resources such as retirement, education, and saving up for emergencies. A financial advisor will recommend certain tools or plans that are beneficial depending on the individual's circumstances at their current time in life.

The most important thing to look for is an advisor that will be transparent about fees and costs. Additionally, find out how the advisor is paid. Some advisors might earn a percentage of their clients' assets as opposed to taking a basic fee per hour or per project. You may not see this on your monthly statement or know the details, but you should ask about it before selecting an advisor. If there's no transparency with these numbers and you don't fully understand how they work, consider switching advisors.

A financial advisor can help you to create a plan that meets your goals. Financial planners often have a wider range of knowledge, as they specialize in asset allocation strategy, investment strategies, and long-term wealth management. You may also benefit from having one person or team handle all aspects of your finances; this is key for those with complex situations and multitiered investments (e.g., if someone has retired and wants to simplify the accounting they do themselves).

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.