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Find Top Financial Advisors in Springfield, Massachusetts

How To Find Trusted Financial Advisors in Springfield, Massachusetts

Qualified Financial Advisors in Springfield, Massachusetts

VETTED
Financial Advisor
Sofia DumanskyCLTC®, LUTCF®, CFP®, MBA, MSMLegatum Financial LLC100 Northfield Dr Suite 200Windsor, CT 06095
Experience18 Years
AUM$35,000,000
Minimum Assets$250,000
Fee StructureFee-Based
Financial Advisor
Curtis Wiggins15 N Main St. Ste. 214West Hartford, CT 06107
ExperienceN/A
AUMNot Specified
Minimum Assets$0
Fee StructureFee-Based
Financial Advisor
Procyon Partners1 Corporate DriveShelton, CT 06484
ExperienceN/A
AUM$7,000,000,000
Minimum AssetsNot Specified
Fee StructureFee-Based
Financial Advisor
Edelman Financial Engines, LLC
1485 South County TrailEast Greenwich, RI 02818
720 University AvenueNorwood, MA 02062
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
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Information on Qualified Financial Advisors in Springfield, Massachusetts

Sofia Dumansky
VETTED
Sofia DumanskyCLTC®, LUTCF®, CFP®, MBA, MSM
Legatum Financial LLC
About Sofia Dumansky
Sofia Dumansky, Financial Adviser through Eagle Strategies LLC, A Registered Investment Advisor, owns and operates Legatum Financial LLC. She began her career in the financial services industry in 2007 and has acquired extensive knowledge through her unique and diverse experiences that have proved invaluable to her clients.

Combining the use of a macro-financial process, Sofia's clients benefit from more efficient and cost-effective techniques designed to help achieve their identified and unique goals. She believes that: The greatest challenge people face in today's financial environment is trying to realize all of their financial objectives with finite resources. We look for strategic positioning and movement of money to accomplish our clients' objectives. Her mission is to help her clients envision, create, and implement strategies that will achieve benefits in the areas of wealth accumulation, tax strategies, and improved protection management for a more enjoyable financial life.

Sofia maintains life and health insurances, and securities licenses FINRA Series 6, 63, 65 and 7. She is a Certified Financial Planner. She is a Life Time and Qualifying Member of the Million Dollar Round Table (MDRT), is currently a Community Leader, and has been actively involved in the Innovation, Bylaws, and Ethics Committees. Sofia has also been named by Forbes as Top in State Financial Services Professional for 2023, 2024, and 2025.

Sofia migrated with her family to the United States from Ukraine in 1992 and speaks Ukrainian and Polish fluently, as well as understands Russian. She continues to be an active member of the Ukrainian and Polish communities and is involved in her local chamber of commerce and BNI (Business Networking International).

Sofia is also a co-founder of Maidan United Inc., a Hartford-based non-profit focusing on delivering much needed medical supplies to Ukraine. She's an active board member of NAIFA (National Association of Insurance and Financial Advisors) and previously served two terms as President. She is also a past board member and Treasurer for COHI (Connecticut Oral Health Initiative).

Sofia graduated from UCONN with a Bachelor of Science in Management (BSM) from the School of Business with a minor in International Business. In 2006, she received her Masters of Science in Management (MSM) with Honors and in 2008 obtained her Masters of Business Administration (MBA) with Honors, both from Albertus Magnus College.

Sofia enjoys playing tennis and volleyball, as well as skiing and hiking.
About Legatum Financial LLC
Derived from the Latin word meaning legacy, the name Legatum Financial is inspired by the belief that with intentionality and careful planning, you have the power to create a strong and prosperous legacy for you and your family.

We utilize an educational approach to wealth management, taking the time to explain things so you can make well-informed financial decisions with clarity and confidence. We also know your wealth management plans affect more than just you, and that's why we're happy to address questions from your family as well about how different scenarios may impact their futures.

You've worked hard in your career to accomplish great things and excel at what you do, and we've done the same when it comes to helping people learn how to grow and protect the wealth they've created. So if you're looking for a trusted partner who will help you define and create the legacy you desire for you and your family, look no further than Legatum Financial.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Office Location
100 Northfield Dr Suite 200,Windsor,CT 06095
Phone Number
860-298-1064
Curtis Wiggins
VETTED
Curtis Wiggins
About Align Wealth Group
To know where you're going, a map is a helpful tool. By developing a sophisticated financial plan, we're able to seamlessly implement your investment portfolio with real time updates. We believe the heart of any strong relationship is communication. We strive to provide a fresh communication strategy that fits your lifestyle, while providing timely updates and clear direction on your finances and investments.
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, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
15 N Main St. Ste. 214,West Hartford,CT 06107
Phone Number
860-385-1968
Procyon Partners
VETTED
Procyon Partners
About Procyon
At Procyon, we believe open communication, strong accountability and demonstrated value are paramount to building lasting client relationships with individuals, institutions and employers. We are our clients trusted financial partner, working to simplify the complex so they have peace of mind while pursuing their financial goals.

As your strategic partner and advisor, we work collaboratively with you to find creative and flexible investment solutions that are tailored to meet your needs. This requires us to have a deep toolkit, to be astute in our advice and committed to delivering the best outcome for all parties. You can depend on Procyon, every step of the way.
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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Office Location
1 Corporate Drive,Suite 225,Shelton,CT 06484
Phone Number
475-600-2501
Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets

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