Expertise.com

Best Financial Advisors in Springfield

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2023
Laurels

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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Springfield, MA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.2 / 5 (15)
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Springfield, MA

Business Description

Need help contacting a Financial Advisor in Springfield? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Fedor Financial Group, LLC logo
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Fedor Financial Group, LLC

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

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
FR Investment Group logo
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FR Investment Group

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1 Main Street, Springfield, MA 01144
  • Certified Financial Planner (CFP)

Business Description

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.

Grenier Financial Advisors logo
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Grenier Financial Advisors

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

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Joyce Financial logo
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Joyce Financial

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1351 Main Street, Springfield, MA 01103
  • Estate Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Pioneer Valley Financial Group logo

Pioneer Valley Financial Group

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

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail