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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
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 |
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
* 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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