Retirement Accounts for Newbies Agawam MA
In just four easy steps youthful wage slaves can effectively begin building up the wealth that will one day liberate them from their oppressive corporate overlords and flimsy cubicle walls and into the free-wheeling world of retirement.
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:
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:
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:
Patrick Willcutts, CFP®
(413)736-1166
PO Box 15429
Springfield, MA
Patrick Willcutts, CFP®
(413)736-1166
PO Box 15429
Springfield, MA 01115
Firm
Morgan Stanley Smith Barney
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Paul Valickus, CFP®
(413)733-5111
1500 Main Street
Springfield, MA
Mr. Paul Valickus, CFP®
(413)733-5111
1500 Main Street
Springfield, MA 01115
Firm
D. J. St. Germain Co., Inc.
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
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:
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:
Mr. David Fedor, CFP®
(413)726-9044
50 Yarmouth Dr
Agawam, MA
Mr. David Fedor, CFP®
(413)726-9044
50 Yarmouth Dr
Agawam, MA 01001
Firm
Fedor Financial Group
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
R. Grenier, CFP®
413-736-6712 (13)
1 Monarch Pl Ste 810
Springfield, MA
R. Grenier, CFP®
413-736-6712 (13)
1 Monarch Pl Ste 810
Springfield, MA 01144
Firm
BRP/Grenier Financial Services
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Brendon Hutchins, CFP®
(413)733-5111
PO Box 15649
Springfield, MA
Mr. Brendon Hutchins, CFP®
(413)733-5111
PO Box 15649
Springfield, MA 01115
Firm
St. Germain Investment Managem
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Data Provided by:
