Best Financial Advisors in Springfield

We scored 40 Financial Advisors in Springfield, MA and Picked the Top 5

Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Springfield Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 40 26 5

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

FR Investment Group

  • Certified Financial Planner (CFP)

FR Investment Group is a Springfield-based financial planning firm. It provides services such as planning for higher education funding, implementing risk management strategies, planning for retirement, and coordinating employee benefits. It also assists with long-term asset accumulation strategies, tax reduction strategies, intergenerational wealth transfer planning, estate conservation, and business succession strategies. Peter Cote, the president of FR Investment Group, is a Certified Financial Planner and has co-authored "A Consumer's Guide to Finding a Financial Advisor" in 2011.

1 Main Street
Springfield, MA 01144


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