Calculating Pension Funds Westfield MA
Pension funds are established by employers to provide retirement income for their employees. See below for detailed information on local businesses and experts in Westfield that can help you with pension funds calculation, pension plans, distribution rules, social security, defined benefit plans, as well as with other retirement planning services.
Douglas Wheat
Family Wealth Management, Inc.
(413) 313-0030
330 Whitney Avenue, Suite 750
Holyoke, MA
Douglas Wheat
Family Wealth Management, Inc.
(413) 313-0030
330 Whitney Avenue, Suite 750
Holyoke, MA 01040
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Advising Medical Professionals, Estate & Generational Planning Issues, Socially Responsible Investments, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, CFP®
Data Provided by:
Douglas Wheat
Family Wealth Management, Inc.
413-313-0030
1 Monarch Place
Springfield, MA
Douglas Wheat
Family Wealth Management, Inc.
413-313-0030
1 Monarch Place
Springfield, MA 01144
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Advising Medical Professionals, Estate & Generational Planning Issues, Socially Responsible Investments, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, CFP®
Data Provided by:
John Perkins
John Perkins
(413) 303-0422
38 Mulberry Street, Suite 104 PO Box 487
Northhampton (Leeds), MA
John Perkins
John Perkins
(413) 303-0422
38 Mulberry Street, Suite 104 PO Box 487
Northhampton (Leeds), MA 01053
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues, Planning Issues for Unmarried & Same-Sex Couples, Socially Responsible Investments, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®
Data Provided by:
Ms. Brenda Kantor, CFP®
(413)572-3800
24 Jessie Ln
Westfield, MA
Ms. Brenda Kantor, CFP®
(413)572-3800
24 Jessie Ln
Westfield, MA 01085
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Steven Daury, CFP®
(413)562-3441
116 Falley Dr
Westfield, MA
Mr. Steven Daury, CFP®
(413)562-3441
116 Falley Dr
Westfield, MA 01085
Firm
United Wealth Management Group
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Richard Chase
Family Wealth Management, Inc.
(413) 313-0030
330 Whitney Avenue, Suite 750
Holyoke, MA
Richard Chase
Family Wealth Management, Inc.
(413) 313-0030
330 Whitney Avenue, Suite 750
Holyoke, MA 01040
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning, Estate & Generational Planning Issues, High Net Worth Client Needs, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CPA/PFS
Data Provided by:
Richard Chase
Family Wealth Management, Inc.
413-313-0030
1 Monarch Place
Springfield, MA
Richard Chase
Family Wealth Management, Inc.
413-313-0030
1 Monarch Place
Springfield, MA 01144
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning, Estate & Generational Planning Issues, High Net Worth Client Needs, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CPA/PFS
Data Provided by:
David Martula
Fee-Only Financial Planning
(413) 586-8002
277 Bay Road
Hadley, MA
David Martula
Fee-Only Financial Planning
(413) 586-8002
277 Bay Road
Hadley, MA 01035
Expertises
Middle Income Client Needs, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA
Data Provided by:
Mr. Latimer Eddy, CFP®
(413)568-5992
507 Southampton Rd
Westfield, MA
Mr. Latimer Eddy, CFP®
(413)568-5992
507 Southampton Rd
Westfield, MA 01085
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Paul Kania, CFP®
(413)788-6006
1227 Elm St
West Springfield, MA
Mr. Paul Kania, CFP®
(413)788-6006
1227 Elm St
West Springfield, MA 01089
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Data Provided by:
