Longmeadow, MA Financial Advisors and Resources



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: 9 years

BAY COLONY ADVISORY GROUP, INC.

Website

(800) 936-1752

734 Bliss Road
Suite 3
Longmeadow, MA 1106

SEC#: 801-107792
Years in Business: 5 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: 9 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: 9 years

ELEVAGE PARTNERS, LLC

Website

(800) 725-1622

734 Bliss Road
Suite 1
Longmeadow, MA 1106

SEC#: 801-112475
Years in Business: 3 years

NAPATREE CAPITAL LLC

Website

(401) 868-1115

314 Longmeadow St.

Longmeadow, MA 1106

SEC#: 801-120842
Years in Business: 0 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: 9 years

BAY COLONY ADVISORY GROUP, INC.

Website

(800) 936-1752

734 Bliss Road
Suite 3
Longmeadow, MA 1106

SEC#: 801-107792
Years in Business: 5 years


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.)


Longmeadow, MA Financial Advisor FAQs

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).