
Find a Financial Advisor in Springfield, MA
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We did the hard work of finding trustworthy partners in Springfield, MA.
We Only Work With The Best Springfield Financial Advisors
We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more
Conflict Free
Our partners will never sell investment products they receive a commission from
Experience
All of our partners have been in business for 10+ years
Education & Designations
All of our partners are advisors who hold the proper designations from FINRA
Trustworthiness
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 Springfield, MA
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Financial Advisor Close to Springfield, MA
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Springfield, 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
Find a Fee-Only Financial Planner Near Springfield, MA
We evaluated over 13,000 RIA firms to bring you the best of the best Springfield financial advisors.
How Retirement-Friendly is Springfield, MA?
- Population: 154,139
- % of Population 62 Years and Over: 15.6%
- Average Home Value: $158,700
- Average Monthly Housing Cost: $994
- Average Household Income: $55,658
- 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.)
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The Top Financial Advisor Firms in Springfield, MA
MML INVESTORS SERVICES, LLC
(413) 737-84001295 State Street
Springfield, MA 1111
SEC#: 801-44264
Years in Business: 28 years
ST. GERMAIN INVESTMENT MANAGEMENT
(413) 733-51111500 Main St
25th Floor
Springfield, MA 1115
SEC#: 801-12471
Years in Business: 45 years
SCHWERIN BOYLE CAPITAL MANAGEMENT, INC
(413) 784-0990One Monarch Place, Suite 700
1414 Main Street
Springfield, MA 1144
SEC#: 801-35156
Years in Business: 32 years
MML INVESTMENT ADVISERS, LLC
(413) 788-84111295 State Street
Springfield, MA 1111
SEC#: 801-78778
Years in Business: 8 years
PEOPLE'S UNITED ADVISORS, INC.
(413) 735-6704One Monarch Place
10th Floor
Springfield, MA 1144
SEC#: 801-112648
Years in Business: 4 years
CADARET, GRANT & CO., INC.
(413) 736-6712One Monarch Place
Suite 810
Springfield, MA 1144
SEC#: 801-42709
Years in Business: 29 years
MML INVESTMENT ADVISERS, LLC
(413) 788-84111295 State Street
Springfield, MA 1111
SEC#: 801-78778
Years in Business: 8 years
PEOPLE'S UNITED ADVISORS, INC.
(413) 735-6704One Monarch Place
10th Floor
Springfield, MA 1144
SEC#: 801-112648
Years in Business: 4 years
Springfield, MA Financial Advisor FAQs
Other Nearby Financial Advisors
Longmeadow, MA
Hampden County, MA
Northampton, MA
East Hartford, CT
Brattleboro, VT
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.