Retirement Planning Strategies for Ages 50 and Beyond Agawam MA
If you're among the roughly six out of 10 individuals who has never tried to calculate what they need in retirement, do it pronto. Retirement savings planning tips for getting ready for retirement later in life with prudent saving and spending strategies.
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:
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:
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:
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:
Mr. Charles Alvanos, CFP®
(413)821-9380
1349A Springfield St
Feeding Hills, MA
Mr. Charles Alvanos, CFP®
(413)821-9380
1349A Springfield St
Feeding Hills, MA 01030
Firm
Ameriprise Financial Services,
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:
Data Provided by:
