Find a Financial Advisor in Springfield, MA

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We did the hard work of finding trustworthy partners in Springfield, MA.

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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.

3rd Party Rankings

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


  • Financial Advisor Close to Springfield, 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 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

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

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.
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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.)



The Top Financial Advisor Firms in Springfield, MA

 

MML INVESTORS SERVICES, LLC

Website

(413) 737-8400

1295 State Street

Springfield, MA 1111

SEC#: 801-44264
Years in Business: 28 years

ST. GERMAIN INVESTMENT MANAGEMENT

Website

(413) 733-5111

1500 Main St
25th Floor
Springfield, MA 1115

SEC#: 801-12471
Years in Business: 45 years

SCHWERIN BOYLE CAPITAL MANAGEMENT, INC

Website

(413) 784-0990

One Monarch Place, Suite 700
1414 Main Street
Springfield, MA 1144

SEC#: 801-35156
Years in Business: 32 years

MML INVESTMENT ADVISERS, LLC

Website

(413) 788-8411

1295 State Street

Springfield, MA 1111

SEC#: 801-78778
Years in Business: 8 years

PEOPLE'S UNITED ADVISORS, INC.

Website

(413) 735-6704

One Monarch Place
10th Floor
Springfield, MA 1144

SEC#: 801-112648
Years in Business: 4 years

CADARET, GRANT & CO., INC.

Website

(413) 736-6712

One Monarch Place
Suite 810
Springfield, MA 1144

SEC#: 801-42709
Years in Business: 29 years

MML INVESTMENT ADVISERS, LLC

Website

(413) 788-8411

1295 State Street

Springfield, MA 1111

SEC#: 801-78778
Years in Business: 8 years

PEOPLE'S UNITED ADVISORS, INC.

Website

(413) 735-6704

One Monarch Place
10th Floor
Springfield, MA 1144

SEC#: 801-112648
Years in Business: 4 years

 


Springfield, MA Financial Advisor FAQs

Springfield is the county seat of Hampden County in the Commonwealth of Massachusetts, United States. Springfield is located on the eastern bank of the Connecticut River, along the junction of three rivers: the western Westfield River, the eastern Chicopee River, and the eastern Mill River. With 12,000 employees and $1.7 billion in annual revenue, Big Y World Class Market is the industry leader. It is the city of Springfield's top employment. Springfield, Massachusetts, is renowned as the "City of Firsts" due to its long history of innovation, including America's first Armory and military arsenal and the first American-made automobile. Springfield is perhaps best recognized for two other inventions: the birthplace of basketball and Theodor Geisel, the author of Theodor Geisel. We bring you in contact with top-tier financial advisors in Springfield, Massachusetts, and we've collaborated with them. Springfield is the county seat of Hampden County in the state of Massachusetts, United States. Springfield is located on the Connecticut River's eastern bank, near the confluence of three rivers. Many of our financial advisors are in high demand, so you'll want to find one who can help you with your finances as soon as possible. Find financial gurus in your area by looking through the list below!

If you know what types of investments and financial products make the most sense for your situation, then you don't need an advisor. But if you're not sure where to start or want to make sure the decisions are properly thought-out and provide a sound return on your investment over time, then a financial advisor can help build a tailored plan that meets your needs.

A financial advisor is an individual trained in financial planning that helps individuals or organizations make decisions about things to do with finance.

Financial advisors often charge based on the total value of your account, so it's difficult to generalize about pricing. It is usually possible for an advisor to break down this cost in advance with you, so that there are no surprises when it is time to pay. Price can vary widely depending on how much they have invested, what type of investments they have made - if any - and the policies that their advisory firm has established with regards to fees.

If you need an advisor to accommodate your retirement and 401(k) accounts, then a fiduciary is required. A fiduciary service means that the financial advisor is removing self-interest from the equation and putting your best interest ahead of their own.

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.