Financial Advising near Longmeadow, MA

12 locations found near Longmeadow
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“I've utilized Shawn Torres for financial planning, investment management and insurance for both my business and personal needs. Shawn focuses on making sure I understand the why and how's on everything we do together, if for some reason I'm unable to tell him why we are moving forward on a strategy nothing moves forward until he's confident that I understand what we're doing. Over the last 10 years this has made me comfortable in every decision I've made, plus has given me the confidence to refer him to others.”

5 Superb1 Reviews

“Dave.R have been extremely helpful, professional and efficient during the whole transaction, so I would again like to express my gratitude for this. Thank you for actioning the slight changes so quickly and producing the accounts so quickly for us. We really do appreciate it.He help us for business and personal we are very grateful to have him as accountant.”

4.8 Superb25 Reviews

“My husband and I just finished our program. I am extremely happy to be debt free with the help of Cambridge. From day one they have been there to help. All of the representatives are extremely helpful, professional and friendly. Everytime I had a question or concern they were there to help. Love that they were local. Would highly recommend them. Don't hesitate if you are swimming in debt. Get help!”

4.4 Superb45 Reviews

“I have known Victor for years now, and I can attest that he is very passionate about what he does both as a professional and on a personal level. I would highly recommend getting in contact with Victor with any questions you may have.”

4.6 Superb14 Reviews

“So impressed! Very easy to make an appointment. Derek was fantastic - thorough and very knowledgeable! I won't hesitate to use them again, and am spreading the word to my family and friends! Fantastic experience!”

4.7 Superb9 Reviews

“I highly recommend Charles J. Beyer for his extensive knowledge and detail oriented assessment of your investment goals, patience and ability to answer all of your questions, as well as consistent follow up to ensure you remain on track. He will undoubtedly exceed all of your expectations!”

5 Superb3 Reviews

“Angela Winslow was truly an angel for me the day I saw her. I had been in a major car accident recently and it took everything I had in me to get to the Springfield office. The office had just 15 minutes prior closed for the day. Angela let me in. She helped me with what I needed and stayed an extra 45 minutes for me. It meant so much to me because I was there with numerous fractures and she didn’t even have to stay, but she did.I stay with UMASS because of all of the amazing staff like Angela. The exceptional service here cannot be matched.Thank you Angela,Catherine Reynolds”

3.5 Good15 Reviews

“Rich and his team are absolutely the finest. Pasco Advisors has been instrumental in my retirement planning, financial investments, rollover of my 401K and pension plans as well as annual tax preparation.Rich is very thorough and informative and explains options to help in understanding any risks and benefits.I highly recommend Pasco Advisors.”

2.8 Average6 Reviews