Wealth Management in Northampton, MA

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List of Firms

Northampton, MA Wealth Management Firms

Daury Wealth Management LLC
Location 243 King St #244, Northampton, MA 01060, USA
Phone (413) 586-0101
Kathleen Collins Wealth Management
5 out of 5
Location Thornes Marketplace, 150 Main St 3rd Floor, Northampton, MA 01060, USA
Phone (413) 727-8764
The Wealth Transition Collective
Location 1632 Northampton St, Holyoke, MA 01040, USA
Phone (413) 584-1805
Edward Jones - Financial Advisor: Mike Markiewicz
Location The Mill 180 Building, Easthampton, MA 01027, USA
Phone (413) 203-5850
Wealth Management in Northampton, MA

Where Wealth Management Advisors in Northampton, MA Serve

Northampton is a city in Massachusetts that is known for its art and music scene. Some of the major landmarks in Northampton include City Hall, the Pulaski Park bandstand, and the Smith College Observatory. The top employers in Northampton are Smith College, Baystate Medical Center, and Mount Holyoke College. Some of the major highways and streets in Northampton include Route 9, Route 5, and Main Street. The neighborhoods in Northampton include Downtown, Midtown, and South Hill.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Northampton, MA provide a variety of services to their customers. These services include, but are not limited to, checking and savings accounts, loans, mortgages, and credit cards. In addition to these services, banks offer a variety of other products and services that can be helpful for their customers. For example, many banks have online banking options which allow customers to access their account information from anywhere in the world. This is just one example of the many different types of products and services that banks offer.

Retirement Planning

Retirement planning in Northampton, MA is a process that helps people save for their retirement. There are many different ways to save for retirement, and each person's situation is unique. It is important to talk to a financial planner to find out what the best way to save for retirement is for you. Some of the options include using a 401k or IRA, investing in stocks or mutual funds, or buying real estate.

Tax Services

A tax accountant in Northampton, MA helps businesses and individuals file their taxes. They help with deductions, preparing tax returns, and other financial planning services. Tax accountants may also offer advice on how to reduce one's tax liability. Many people find the services of a tax accountant to be invaluable, especially during times of financial difficulty.

Financial Advisor

A financial advisor in Northampton, MA helps people save and invest their money. They offer advice on what stocks or mutual funds to buy, and help people plan for their retirement. They also work with businesses to help them grow and manage their finances.

Insurance Broker

An insurance broker in Northampton, MA helps people find and purchase insurance policies. They work with a variety of clients, including businesses and individuals, to find the best rates and coverage for their needs. Brokers are licensed professionals who have a great deal of knowledge about the insurance industry. They can help you compare policies from different companies, and they can also assist you with filing claims if you ever need to use your policy.

Mortgage Loan Officer

A mortgage loan officer in Northampton, MA helps people get mortgages. They work with people to figure out what kind of mortgage is best for them, and help them through the process of getting a mortgage. They also work with lenders to make sure that the process goes smoothly.

Estate Planning Lawyer

An estate planning lawyer in Northampton, MA helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.


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