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Personalized advice for portfolio size
of 100K & above
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 on the online list below 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
17
years of experience.
NOTE: The list of vetted financial
advisors in
East Longmeadow,
Massachusetts
mentioned below does 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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 20 Years | $115,000,000 | $250,000 | Fee-Based | |
|
Nicholas Cantrell
CFP®, CSRIC®, CLU®, ChFC® GREEN FUTURE WEALTH MANAGEMENT 324 Grove Street, Worcester, MA 01605 |
15 Years | $60,000,000 | $5,000 | Fee-Based |
| Not Disclosed | Not Specified | Not Specified | Fee-Based |
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.
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
Qualifications
CRD# 5362436
Firm CRD# 39543
Series 6, 7, 63, 65, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
324 Grove Street,
Worcester,
MA
01605
Phone Number
978-333-2144
Green Future Wealth Management Founder and President Nick Cantrell, CFP®, ChFC®, CLU®, CSRIC® has been recognized by Forbes as one of the Top Next-Gen Wealth Advisors in the United States. He founded Green Future Wealth Management to help individuals and organizations align their assets with their values through sustainable investing and planning. In addition to expertise in values-based investing, he is an expert at social security planning and advanced tax strategies for high net worth families. He writes for Newsweek.com on the intersection of sustainability and personal finance, and works to train other financial advisors on how to incorporate sustainability into their investment practice. He lives in Worcester with his wife and 4 young children.
Do you feel as if you are working hard every day to live a lifestyle that honors your values, while also trying to act responsibly and plan for the future? At Green Future Wealth Management, we spend the time up front with our clients to discover what matters most to them, and then build a financial plan and investment strategy to help them achieve their goals, while honoring their beliefs. Green Future Wealth Management is different. We are not a Wall Street firm, we don't offer hot stock tips, and we don't look down on our clients who want to consider the needs of others while also considering their own needs. Don't be satisfied with tradition. Don't let others tell you that it can't be done. Take control, free yourself, and live the life you want. Ready for the next step? We can help. Let's Get Started
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
800 South Street Suite 350,
Waltham,
MA
02453
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 201 North Main Street, East Longmeadow, MA 01028 | 413-525-4500 | |
| 200 N Main St, Ste 1202, East Longmeadow, MA 01028 | 413-525-7025 | |
| 200 N Main St, Ste 1202, East Longmeadow, MA 01028 | 413-525-7025 | |
| 200 N Main St, Ste 1202, East Longmeadow, MA 01028 | 413-525-7025 | |
| 296 N Main St, Suite 22, East Longmeadow, MA 01028 | 413-525-4518 | |
| 465 N Main Street, East Longmeadow, MA 01028 | 413-333-7761 | |
| 465 N Main Street, East Longmeadow, MA 01028 | 413-209-7475 |
Financial advisors in Massachusetts offer multiple financial services to help their clients including retirement planning, investment management, estate planning, financial planning, and wealth management. The specific services provided by the advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, and more. Read on to better understand how financial advisors can assist you with the specific financial service you are looking for.
When you are ready to choose a financial advisor in Massachusetts, it is important to consider their qualifications, years of experience, method of compensation, and track record. Look for advisors who are licensed and registered with FINRA or the SEC, have the appropriate education, and have a history of providing sound financial advice to clients in Massachusetts. To learn more, read the guide on choosing the best financial advisor.
How much a financial advisor charges for their services in Massachusetts depends on the type and scope of services they provide. Some advisors charge approx. 1% of assets under management (AUM), while others may charge an hourly rate or fixed fee of approx. $7,500 and above. It is important to clarify the advisor's fee structure upfront and to understand any potential hidden costs or fees. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.
Often the terms financial advisor and financial planner are used to indicate the same financial professional, but they are slightly different. Financial advisor is a generic and expansive term used for a professional who helps and assists in managing your finances. They provided a vast spectrum of services such as the purchase of stocks, creating investment strategies, managing portfolios etc., depending upon the needs of an individual. On the other hand, a financial planner is a qualified financial professional who works with companies and individuals to create a holistic plan with an aim to save, invest, and grow their clients money. A planner evaluates and analyzes the clients current situation and makes appropriate recommendations to meet their financial goals. Financial planners also hold credentials like CFP or CFA and are obligated to act in the client's best interests. To learn more, read on about the differences between financial advisors and financial planners.
While already having a 401(k) or other retirement account is a positive step towards saving for retirement, a financial advisor in Massachusetts can provide helpful guidance and expertise beyond just managing your retirement account. They can help you set and prioritize your financial goals, optimize your investment strategy, manage risk, and provide knowledgeable financial market insights. With their knowledge and experience, a financial advisor can help you make informed decisions, navigate complex financial situations, and maximize the potential of your retirement savings. Explore why and when you might require a financial advisor to gain a better understanding of their role.
The role of a financial advisor is to provide professional financial guidance, advice, and money management services to individuals or businesses. They assist clients in various financial matters, including investment management, retirement planning, wealth management, estate management, and more, depending on the needs of an individual. Financial advisors assess their client's financial goals and risk tolerance and stay updated on market trends, investment options, and regulatory changes to provide informed advice. Additionally, financial advisors often act as fiduciaries, putting their client's best interests first while providing ongoing support and monitoring to help clients achieve their financial objectives. To make sure your best interests are being considered, read more about the role of a fiduciary financial advisor and the support they can provide.
In Massachusetts, financial advisors are typically required to have qualifications that comply with state and federal regulations, such as having licenses and credentials such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. Additionally, check if the advisor is registered with the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Massachusetts Securities Division. Lastly, consider their experience, reputation, and client testimonials to gauge their track record of delivering quality financial advice and services. To further explore a specific financial advisor's qualifications, click the "View Full Profile" button of each advisor listed in the directory above.
A financial advisor in Massachusetts can assist with retirement planning by assessing your current financial situation, including income, expenses, assets, and liabilities, to determine your retirement goals and estimate the amount of savings required. They can then develop a personalized retirement plan tailored to your specific needs, considering factors like your desired retirement age, lifestyle expectations, and risk tolerance. Advisors can help you choose appropriate retirement accounts, such as IRAs or 401(k)s, and guide you in making investment decisions to grow your retirement savings. They can also analyze your Social Security benefits and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.
