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Top 30 financial advisors of 179 near 01060
Out of 400,000+ nationwide
Jennifer E
Series 66
Northampton, MA
Edward Jones
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
General estate planning guidance
General retirement planning
Christopher H
Series 66
Florence, MA
Edward Jones
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Business exit / sale strategy
ESG / Sustainable investing
Founder/Business Owner
Jared R
Series 66
Wilbraham, MA
Edward Jones
Charitable giving tax strategies
Equity Recipients (RS/RSU, SOP, ESPP)
General retirement planning
Wealth management
Executive
Technology Professional
Eric M
Series 66
Easthampton, MA
Edward Jones
Retirement income strategy
Steven C
Series 66
Ludlow, MA
Edward Jones
Retirement income strategy
Retirement withdrawal strategies
Equity Recipients (RS/RSU, SOP, ESPP)
General estate planning guidance
Wealth management
Laura T
CFP®, ChFC®, Series 66
Northampton, MA
Edward Jones
General estate planning guidance
Multi-generational wealth transfer
Charitable giving & philanthropy
General retirement planning
Wealth management
LGBTQIA
Latimer E
CFP®, Series 65
Westfield, MA
L. B. Eddy
Thomas H
Series 63, Series 65
Holyoke, MA
Momentum Investment Management, LLC
Edward W
Series 66
South Hadley, MA
Pioneer Financial, Inc.
Pamela D
Series 63, Series 65
Granby, MA
Strategic Planning Associates
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Top 30 financial advisors of 179 near 01060
Out of 400,000+ nationwide