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
6
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 |
Jacob P Kinney
FIC CAPITOL REGION GROUP 71 Raymond Rd., West Hartford, CT 06107 |
8 | Not Specified | 50000 | Fee-Based |
Robert Tubridy
CFP®, ChFC®, MBA CT FINANCIAL PARTNERS 447 Naubuc Ave, Glastonbury, CT 06033 |
20 | Not Specified | Not Specified | Fee-Based |
Ed Callahan
CFP® EDELMAN FINANCIAL ENGINES, LLC 74 Batterson Park Road, Farmington, CT 06032 |
12 | Not Specified | Not Specified | Fee-Based |
Ronald Newton
CFP® EDELMAN FINANCIAL ENGINES, LLC 1000 Bald Hill Road, Warwick, RI 02886 |
37 | Not Specified | Not Specified | Fee-Based |
Bill Keyser
CFP® UBS FINANCIAL SERVICES 55 William St, Wellesley, MA 02481 |
25 | $140,000,000 | Not Specified | Fee-Only |
Adam Wojtkowski
CFP®, CPWA® COPPER BEECH WEALTH GROUP 20 Cabot Boulevard, Mansfield, MA 02048 |
19 | $40,000,000 | 250000 | Fee-Based |
Qualifications
CRD# 6121974
FirmCRD# 6121974
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee
Office Location
71 Raymond Rd.,
West Hartford,
CT
06107
Phone Number
860-474-3602
Capitol Region Group acts as a partner in helping individuals, families and entrepreneurs navigate their financial journey. The team brings years of Wall Street experience to financial planning and investment management, focusing on what is important to you. Emphasizing healthy money habits, the team strives for your financial freedom. Working as a team, Capitol Region Group assists you in offsetting stress, uncertainty and worry by providing the tools to help you achieve your long-term financial goals and ambitions. The following three steps allow you to learn more about Capitol Region Group and help to determine if the Team is a good financial resource for you.
The Capitol Region Group of Thrivent Financial offers a fee-based financial planning, investment management and protection strategy advisory service. We help our clients, entrepreneurs and professionals, implement a best practices, holistic, multi-generational household financial plan for their families. We have experience across the investing industry with success identifying quality business and investment opportunities. We also bring a deep knowledge spanning commercial real estate finance and ultra high net worth wealth management. We can work with a client's existing team of professionals or help adjust or build an effective team. We offer new prospects a 10-15 min phone conversation to learn about us, our services, and fees, and to answer their questions. We also take that opportunity to learn about them as well. If interested, we then offer a 1 hour consultation (in person or via Skype) to help prospects start building their financial strategy and make a decision on our service. We have the ability to meet at any Regus or Spaces office space.
Advisory Services Provided:
Financial Advice & Consulting
Qualifications
CRD# 4509256
FirmCRD# 8032
Series 7, 24, 66
Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly
Office Location
447 Naubuc Ave,
Suite 109,
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
FirmCRD# 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
FirmCRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
1000 Bald Hill Road,
Suite 5,
Warwick,
RI
02886
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.
Qualifications
CRD# 2628737
FirmCRD# 8174
Series 7, 63, 65
Compensation/Fee Fee-Only, Based on Assets, Flat Fee
Office Location
55 William St,
Wellesley,
MA
02481
Phone Number
781-446-8955
Bill has been with UBS Financial Services Inc. since 2002 and has more than 25 years of financial services experience. Bill is an experienced wealth management advisor with a primary focus of working with executives, professionals, affluent individuals and families. His experience ranges from working with families to people at start-up organizations to large corporations. At the center of every relationship is Bill's consultative and proven wealth management process to help clients with what is most important to them. He offers a caring approach and personalized solutions. Bill's knowledge and experience enable him to help determine, formulate and implement appropriate plans to help clients pursue their financial goals. Bill and his family live in Natick, MA. His wife Mary Ann, daughter, Anna and a son, Austin. When not working you can find him coaching on a soccer field, skiing or golfing. Bill holds the Series 3, 7, 63 and 65 securities licenses as well as life insurance licenses and was awarded the CFP® designation.
About UBS. As the worlds largest wealth manager, UBS is strongly positioned to address the realities of the global economy and a range of our clients sophisticated needs. With more than 150 years of wealth management expertise at its core, UBS focuses on providing relevant guidance, differentiated global perspectives and diverse strategies and solutions for clients worldwide. UBS Financial Advisors are dedicated and passionate professionals who recognize that financial goals and life goals are uniquely intertwined. Through a customized approach, they access the deep resources and wealth management expertise of the firm, to deliver the trusted financial advice clients seek today to confidently move forward.
Advisory Services Provided:
Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses
Qualifications
CRD# 4803455
FirmCRD# 147923
Series 63, 66
Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly
Office Location
20 Cabot Boulevard,
Suite 300,
Mansfield,
MA
02048
Phone Number
508-290-0551
Adam is a native of Worcester and started Copper Beech Wealth Group in February 2022. Adam has close to 20 years of experience assisting families in cash flow analysis, risk management, tax planning, investment management, retirement income planning, & estate planning. Adam works to create unique strategies to address complicated wealth management issues, such as minimizing tax implications & optimizing philanthropic support, so each client can effectively control the destination and purpose of their wealth. To do so, he utilizes a comprehensive approach & incorporates a network of trusted advisors such as accounting, legal, real estate & insurance professionals. Adam and his wife Debbie have two beautiful daughters, Avery and Sadie. While they currently reside in Plainville, Adam & Debbie have lived in South Boston, Somerville and Wilmington over the past 15 years.
Copper Beech Wealth Groups mission is to stand beside you and help you achieve the peace of mind and confidence to pursue your financial futureno matter what the markets or your life may bring. YOUR GUIDE. We will be a sounding board for your dreams and concerns and assist you in developing and executing an investment strategy that is precisely your own. YOUR PARTNER. We will be a financial partner who shares your vision and works with you to discover all the possible strategies that can help address your financial goals YOUR ADVOCATE. We will be an advocate who supports and helps position you to pursue what matters to you today, tomorrow and for generations to come.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts
* 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 |
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?