Wealth Management in Springfield, MA

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List of Firms

Springfield, MA Wealth Management Firms

UBS Financial Services Inc.
SEC File# 801-7163
CRD# 8174
Location One Monarch Place Suite 1400, Springfield, MA 01144, USA
Phone (413) 785-4900
Merrill Lynch Wealth Management Advisor Nithin V Eranezhath
Location 1414 Main St 23rd Floor, Springfield, MA 01144, USA
Phone (413) 747-6917
Verus Wealth Management Group - UBS Financial Services Inc.
Location One Monarch Place Suite 1400, Springfield, MA 01144, USA
Phone (413) 785-4965
Merrill Lynch Wealth Management Advisor Rob P Tarantino
Location 1414 Main St, One Monarch Place Suite 2300, Springfield, MA 01144, USA
Phone (413) 747-6973
The New England Wealth Management Group - Morgan Stanley
Location 1500 Main St 19th Fl, Springfield, MA 01115, USA
Phone (413) 734-7311
Wealth Management in Springfield, MA

Where Wealth Management Advisors in Springfield, MA Serve

Springfield, MA is known for its many historical landmarks, including the Basketball Hall of Fame and Dr. Seuss National Memorial. The city's top employers are Springfield Health Care Association, Baystate Medical Center, and MassMutual Financial Group. Major highways and streets include Interstate 91 and Route 5. Springfield's neighborhoods include Sixteen Acres, McKnight, and Indian Orchard.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Springfield, MA provide a variety of services to their customers. Some of these services include check cashing, money orders, bill pay, and more. Many banks also offer special promotions such as free checking accounts or discounted interest rates on loans. Be sure to ask your bank about all the different services they offer.

Retirement Planning

Retirement planning in Springfield, MA is a critical process that everyone should undertake. There are many factors to consider when planning for retirement, and it can be helpful to speak with a retirement planner to create the best plan for your unique situation. Some of the things you'll need to think about include how much money you'll need to live comfortably in retirement, whether you'll continue to work during retirement, what kind of health insurance you will have, and how you will access your savings and investments.

Tax Services

A tax accountant in Springfield, MA helps individuals and businesses file their taxes. They can also help with preparing tax returns, advising on tax planning, and representing clients during audits. Tax accountants may work for accounting firms, the government, or be self-employed.

Financial Advisor

A financial advisor in Springfield, MA helps people save money and invest their money wisely. They provide guidance to people who are looking to make the most of their money and grow their wealth. They can help people with a variety of financial planning needs, from retirement planning to estate planning. Financial advisors can be a great resource for people who want to make the most of their money.

Insurance Broker

An insurance broker in Springfield, MA is a professional who helps people find the best insurance policies for their needs. They work with a variety of companies to compare rates and coverage, and can help you find the right policy for your situation. Brokers are licensed and regulated by the state, so you can be sure that they will act in your best interests.

Mortgage Loan Officer

A mortgage loan officer in Springfield, MA helps people get mortgages. They work with banks and other lenders to find the best mortgage products for their clients. They help people apply for mortgages, and they also help people understand the terms of their mortgages. They work with people who are buying homes, and they also work with people who are refinancing their mortgages.

Estate Planning Lawyer

An estate planning lawyer in Springfield, 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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