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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
East Longmeadow
has
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
7
non-vetted advisors in your local area. These financial advisors in
East Longmeadow, Massachusetts
have an average of
23
years of experience.
NOTE: The list of financial
advisors in
East Longmeadow, Massachusetts
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
East Longmeadow, Massachusetts.
| Qualified Financial Advisors in East Longmeadow, Massachusetts | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Robert Tubridy
MBA, CFP®, ChFC® CT FINANCIAL PARTNERS 180 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033 |
20 | Not Specified | Not Specified | Fee-Based |
| Ed Callahan
CFP® EDELMAN FINANCIAL ENGINES, LLC 74 Batterson Park Road, 2nd Floor, Farmington, CT 06032 |
12 | Not Specified | Not Specified | Fee-Based |
| Ronald Newton
CFP® EDELMAN FINANCIAL ENGINES, LLC 1485 South County Trail,, Suite 101, East Greenwich, RI 02818 |
37 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 4509256
Firm CRD# 8032
Series 7, 24, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
180 Glastonbury Blvd.,
Suite 102,
Glastonbury,
CT
06033
Phone Number
860-430-9064
As a CERTIFIED FINANCIAL PLANNER™ practioner, Bob provides comprehensive financial planning guidance and is committed to the highest standards of ethical conduct. He brings top credentials to his daily practice as a working partner and financial advisor with CT Financial Partners. He specializes in creating individually tailored retirement income plans by analyzing investment allocations, maximizing pension and Social Security benefits, and mitigating overall risk throughout retirement. Underscoring everything he does is a deep commitment to providing quality service and support throughout the relationship. Bob is a strong proponent of financial education, and has spoken to hundreds of groups regarding proper investment planning, retirement income planning, and college funding. Bob received his Bachelor of Science in Finance from Providence College in 1990, and his M.B.A. from Rensselaer Polytechnic Institute in 2000. In 2007, Bob received his CERTIFIED FINANCIAL PLANNER™ certification and his Chartered Financial Consultant (ChFC®) designation from the American College. He holds his series 7, 24, 51, and 66 Securities licenses. A devoted father of two, Bob enjoys traveling, athletics, and spending time with his son Jack, and daughter Abby.
With over 50 years of financial industry experience, CT Financial Partners was founded with a mission to provide the best possible financial advice. We pride ourselves on our ability to offer guidance on more than investments and insurance. We are comprehensive wealth consultants, focusing on everything from coordinating and managing your retirement income to estate planning. Our client-first philosophy dictates that we develop a customized plan designed to pursue your objectives. Using a team approach that grows out of strategic affiliations with legal and tax professionals, we seek to make your financial goals a reality. Our relationship with Commonwealth Financial Network®, one of the most respected independent broker/dealers in the nation, gives us invaluable back office support. Robert Tubridy is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Robert Tubridy is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Robert Tubridy is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Robert Tubridy is required to act in a fiduciary capacity.
More information is available in Commonwealth’s Form CRS.
Qualifications
CRD# 5821468
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
74 Batterson Park Road,
2nd Floor,
Farmington,
CT
06032
Phone Number
860-269-4269
As a financial planner for over a decade, I'm dedicated to helping my clients find ways that work for their life and their family to plan ahead and invest smartly in order to help them get to a retirement that is secure and satisfying. In my spare time, I most enjoy coaching my daughters' softball teams and skiing with my family.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 1276178
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
1485 South County Trail,,
Suite 101,
East Greenwich,
RI
02818
Phone Number
401-262-4986
Throughout my career I have worked with many clients and recognize the benefits that they can derive from working with a trusted and knowledgeable financial advisor. I strive to make each interaction informative and enjoyable and appreciate the opportunity to work with my clients to help them achieve their financial objectives. In my free time, I enjoy spending time with my family, skiing, golfing, boating, hiking and working out.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| PeoplesBank Inquire with PeoplesBank |
201 North Main Street, East Longmeadow, MA 01028 | 413-525-4500 |
| Allen O Cheung Inquire with Allen |
200 N Main St, Ste 1202, East Longmeadow, MA 01028 | 413-525-7025 |
| Joe Pantuosco Inquire with Joe |
200 N Main St, Ste 1202, East Longmeadow, MA 01028 | 413-525-7025 |
| Speros Frangules Inquire with Speros |
200 N Main St, Ste 1202, East Longmeadow, MA 01028 | 413-525-7025 |
| Edward Jones Inquire with Edward |
296 N Main St, Suite 22, East Longmeadow, MA 01028 | 413-525-4518 |
| Gregg Desmarais Inquire with Gregg |
465 N Main Street, East Longmeadow, MA 01028 | 413-333-7761 |
| Claudia Pereira Inquire with Claudia |
465 N Main Street, East Longmeadow, MA 01028 | 413-209-7475 |
Grow your AUM with pre-qualified leads!
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