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Find Top Financial Advisors in East Longmeadow, Massachusetts

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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.

Finding the Top Financial Advisor in East Longmeadow, Massachusetts
Last Updated - 23-Mar-2023

East Longmeadow has 1 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 20 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
Al Hargrave
CPA
WILLINGTON FINANCIAL
384K Merrow Rd,
Tolland, CT 06084
20 $115,000,000 $250,000 Fee-Based

Information on Qualified Financial Advisors in East Longmeadow

Qualifications CRD# 4536957
Firm CRD# 10358
Series 6, 63, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 384K Merrow Rd,
Tolland,
CT
06084
Phone Number 860-684-4470

Al Hargrave is a Certified Public Accountant with over 26 years experience. He has been a wealth advisor for over 20 years and enjoys offering comprehensive wealth management to his clients. By following a personalized, holistic approach, he finds great joy in providing highly customized solutions to each and every client, helping clients to achieve their financial goals. Before joining Willington Financial, Al graduated from Brown University with a BS in Economics. He also received a certificate in accounting from the Assumption College continuing professional education program. When not in the office, Al enjoys spending time with his wife and two daughters either on the softball field or on the soccer field.

About Willington Financial

Since 1990, Willington Financial has provided financial, tax and accounting services to individuals and businesses. We strive to offer a robust financial planning process that puts our clients' needs first as we create customized financial plans. Our goal is to create a long-term plan that protects your needs now while also planning for the future, in a tax efficient manner. Together, our experienced team will work with you to build a solid and lasting financial structure that will grow and create wealth for you and your family.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


List of Additional Advisors in East Longmeadow, Massachusetts*

* 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
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    Frequently Asked Questions

    Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

    Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

    A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

    While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

    Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

    A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

    A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?