3 Best Financial Services in Springfield, MA

“St. Germain Investment Management is a privately owned firm, with Michael R. Matty serving as the president and chief advisor. He graduated from Penn State with BA and MA degrees in economics and holds the FINRA Series 7 designation. The team at St. Germain Investment Management is dedicated to managing investments based on their client's goals while delivering exemplary, personalized service regardless of the size or scope of their assets. Their competency lies in preserving your assets based on your interests alone. They provide a comprehensive financial review as the starting point for developing a plan and strategy. Their experts manage your investments, answer questions, and offer personalized service, no matter the size or scope of your assets.”

Read more

“Northwestern Mutual takes a personalized approach, systematically planning based on the complexity and uniqueness of each client's situation to provide tailored financial solutions. They follow a process-driven model that helps uncover their clients' financial requirements, goals, and concerns. They know the questions to ask, the life changes to anticipate, and the potential problems to plan for when developing and executing a financial plan that adapts to your evolving needs. For years, they have supported families and businesses across Springfield in reaching their financial goals. Their expertise in financial planning combines the right insurance and investment strategies, allowing you to prioritize what matters most with the people who matter most. They look forward to applying their passion and collaborative experience to work for you.”

Read more

“Fedor Financial Group LLC is led by David Fedor, the CEO, who is dedicated to helping clients achieve the retirement they deserve. His focus is on ensuring that clients do not outlive their money by providing strategic financial planning. At Fedor Financial Group, LLC, the team specializes in creating long-term investment plans for younger clients to supplement future retirement income and customizing plans for retired clients concerned about outliving their assets. They assist by reallocating assets and implementing strategies to privately fund long-term care for loved ones without unnecessary financial hardship. The team focuses on reducing volatility through diversification and portfolio rebalancing. They utilize life insurance, long-term care insurance, and other guaranteed lifetime income products to protect the hard-earned wealth of their clients.”

Read more