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Best Financial Advisors in Springfield

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Fedor Financial Group, LLC logo

Fedor Financial Group, LLC

1252 Elm Street, West Springfield, MA 01089
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  • Certified Financial Planner (CFP)
  • Retirement Planning

In Springfield, Fedor Financial Group, LLC provides comprehensive financial services to individuals, multi-generational families, and small business owners. These include insurance planning, investment management, and life insurance analysis. Retirement income planning, tax management strategies, and basic estate review are also offered. Founder David E. Fedor is an independent financial advisor and has been in the financial services industry since 1994. He is also recognized as the Founder’s Club advisor for 2020 by the Commonwealth Financial Network.

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FR Investment Group logo

FR Investment Group

1 Main Street, Springfield, MA 01144
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  • 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.

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Grenier Financial Advisors logo

Grenier Financial Advisors

1 Monarch Place, Springfield, MA 01144
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  • Estate Planning
  • Certified Financial Planner (CFP)

Grenier Financial Advisors offers financial planning services for individuals and families in the Springfield area. Its financial advisors provide retirement planning, investment planning, education savings planning, and estate planning services. They also assist clients in protecting their financial wellbeing and managing their financial assets. Pat Grenier, principal of the firm, has over three decades of experience in the industry. She is a Certified Financial Planner and has served as a board member of various organizations, including the Women’s Partnership of the Springfield Chamber of Commerce.

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Joyce Financial logo

Joyce Financial

1351 Main Street, Springfield, MA 01103
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  • Estate Planning

Joyce Financial is a financial services provider based in Springfield. It offers financial, education, retirement, and estate planning services. It also advises clients on business planning and investment strategies. John H. Joyce runs Joyce Financial. He is well-versed in disability income and life insurance planning. The professional is a member of the Baystate Business Network. Joyce works with the director of operations, Lori Elek, who has more than 18 years of investment experience.

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Pioneer Valley Financial Group logo

Pioneer Valley Financial Group

535 East Street, Ludlow, MA 01056
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  • Estate Planning
  • Retirement Planning

Pioneer Valley Financial Group, an independent financial advisory firm founded in 2002, serves Springfield clients. Its services include wealth management such as asset accumulation, risk management, and tax minimization. The firm also empowers companies with succession planning, executive compensation, and business planning. It guides families on estate planning and college funding matters. Pioneer Valley Financial Group gives back to the community with its scholarship program, Plan With A Purpose, which honors local high school graduating students.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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