Retirement Planning for People in Their 40s Springfield MA
Except life gets in the way. Talk to planners and they'll tell you that while the typical 40-year-old is keenly aware that he or she should save, too few have taken the necessary steps to adequately prepare for 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:
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:
Howard Singer
Singer Potito Associates, Inc.
(413) 256-1225
116 Harkness Road
Amherst, MA
Howard Singer
Singer Potito Associates, Inc.
(413) 256-1225
116 Harkness Road
Amherst, MA 01002
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MFA
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:
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:
Michael Potito
Singer Potito Associates, Inc.
(413) 256-1225
116 Harkness Road
Amherst, MA
Michael Potito
Singer Potito Associates, Inc.
(413) 256-1225
116 Harkness Road
Amherst, MA 01002
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AVA, BA
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. Frank Carrazza Jr., CFP®
(413)781-2520
1500 Main St Ste 1508
Springfield, MA
Mr. Frank Carrazza Jr., CFP®
(413)781-2520
1500 Main St Ste 1508
Springfield, MA 01115
Firm
Frank Carrazza Financial Plann
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Data Provided by:
