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Financial Planners in Massachusetts

Financial Planners in Springfield, MA

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27 results found

Sonny Jain Springfield, MA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Business Consultant • Project Manager • Advisor • Biotechnology Professional • Biologist • Biological Scientist • Manager • Project Managers • Operations Manager • Managers • Team Member • Chief Executive • Marketing Professional • Advertising Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Business Consultant / Financial Planner
Location:
Springfield, Massachusetts Area
Industry:
Biotechnology
Work history:
Biolitec / CeramOptec Group Business Consultant / Financial PlannerAug 2006 - Nov 2010Alliance Hospitality Inc. (Intercontinental Hotels Group) Revenue ManagerDec 2003 - Feb 2006
Full Profile

J. Arnet Springfield, MA

Professions & Specialties

Financial Planner • Financial Services Professional • Financial Consultant • Financial Management Analyst • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Area Manager • Managers • Bachelor of Science • Operations Manager • Region Manager • Sales Representative

Experience & Education

Position:
Financial Planner, Investment Advisor Representative, Financial Services Representative at MetLife...
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
MetLife Financial Group of Massachusetts Financial Planner, Investment Advisor Representative, Financial Services Representativesince Feb 2010Bancnorth Investment Group, Springfield, Massachusetts Investment Executive/Financial AdvisorMar 2008 - Jun 2009
Full Profile

Pat Grenier Springfield, MA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Investor • Security • Operations Manager

Experience & Education

Position:
Member at River Valley Investors(RVI), Owner at BRP/Grenier Financial Services
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
River Valley Investors(RVI) Membersince 2008BRP/Grenier Financial Services Ownersince May 2004
Skills:
"Financial Life Planning" - Working with entrepreneurs, especially women, Extensive knowledge of...
Full Profile

Molly Keegan Springfield, MA

Professions & Specialties

Financial Planner • Financial Adviser • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Software Developers • Chief Executive • Financial Officer • Financial Manager

Experience & Education

Position:
Financial Planner at Davis Financial Group, LLC
Title:
Financial Planner at Davis Financial Group
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Davis Financial Group, LLC Financial Plannersince 2009Ostberg and Associates Financial Adviser2006 - 2009
Full Profile

Doug Wheat Springfield, MA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Financial Planner at Family Wealth Management, Inc.
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Family Wealth Management, Inc. Financial Plannersince Nov 2008High Ridge Financial PrincipalDec 2006 - Nov 2008
Full Profile

Matthew Fontaine Springfield, MA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • Organization Management • Managers • Operations Manager • Data Entry Specialist • Data Scientist • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Architect at New England Financial
Title:
Financial Planner at New England Financial
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
New England Financial Financial Architectsince Jun 2010Putnam Investments Service RepresentativeDec 2008 - May 2009
Full Profile

Peter Arnet Springfield, MA

Professions & Specialties

Financial Planner • Financial Services Professional • Financial Management Analyst • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Region Manager

Experience & Education

Title:
Financial Planner, Investment Advisor Representative, Financial Services Representative, MetLife Financial Group of Mass
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Full Profile

Pete Arnet Springfield, MA

Professions & Specialties

Financial Planner • Financial Services Professional • Financial Management Analyst • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Region Manager

Experience & Education

Title:
Financial Planner, Investment Advisor Representative, Financial Services Representative, MetLife Financial Group of Mass
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Full Profile

Susan Wennemyr Springfield, MA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at MassMutual Financial Group, Financial Planner at The Davis Group
Title:
Financial Planner at MassMutual Financial Group
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
MassMutual Financial Group Financial PlannerThe Davis Group Financial Plannersince 2006
Full Profile

J Arnet Springfield, MA

Professions & Specialties

Financial Planner • Financial Services Professional • Financial Management Analyst • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Operations Manager • Region Manager

Experience & Education

Title:
Financial Planner, Investment Advisor Representative, Financial Services Representative at MetLife Financial Group of Massachusetts
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Full Profile

Greg Longley Springfield, MA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sales Manager at Retail
Title:
Financial Planner
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Retail Sales Managersince Jul 1998
Full Profile

Rick Teel Springfield, MA

Professions & Specialties

Portfolio Manager • Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Bookkeeper

Experience & Education

Position:
Portfolio Manager at Schwerin Boyle Capital Management
Location:
Springfield, Massachusetts Area
Industry:
Investment Management
Work history:
Schwerin Boyle Capital Management - Springfield, Massachusetts AreaPortfolio Managersince Jun 1999Wellesley Financial Group Financial Planner1988 - 1999
Full Profile

Jason Cutler Springfield, MA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Charter Oak Insurance and Financial Services
Title:
Financial Planner at Mass Mutual/Charter Oak Insurance and Financial Services
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Charter Oak Insurance and Financial Services Financial Plannersince Sep 2009
Full Profile

Glen Mckenna Springfield, MA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive

Experience & Education

Position:
Vice President - Dairy at C&S Wholesale Grocers
Title:
Vice President at C&S Wholesale Grocers
Location:
Springfield, Massachusetts Area
Industry:
Wholesale
Work history:
C&S Wholesale Grocers Vice President - Dairysince Jul 1996DeValle Agency Financial PlannerJan 1993 - Jun 1996
Full Profile

Jeanine Beratta Springfield, MA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner, Financial Services Represenative at MetLife
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Full Profile

Susan Wennemyr Springfield, MA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at The Davis Group of Mass Mutual
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
The Davis Group of Mass Mutual Financial Planner
Full Profile

Gregory Longley Springfield, MA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Full Profile

Kerry Connor Springfield, MA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Financial Director • Operations Manager • Financial Officer • Financial Manager • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Advisor • Bachelor of Science • Computational Scientist • Computer Scientists

Experience & Education

Position:
Business Continuity Officer and Records Executive at Prudential Financial
Location:
Springfield, Massachusetts Area
Industry:
Insurance
Work history:
Prudential Financial Business Continuity Officer and Records Executivesince Sep 2010Massachusetts Mutual Life Insurance Company VP, Continuity and Records OfficerMay 2001 - Jul 2009
Full Profile

Joe Ferrell Springfield, MA

Professions & Specialties

Banker • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Account Manager • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Agent • Sales Representative • Representative • Technician • Event Planner • Leader • Pilot • Technical Specialist • Technical Support Specialists • Managers • Air Transportation Worker • Team Leader • Operations Manager • Event Manager • Bachelor of Science

Experience & Education

Position:
Inside Account Manager at Big Mouth Toys
Location:
Springfield, Massachusetts Area
Industry:
Banking
Work history:
Big Mouth Toys - Glastonbury, CtInside Account Managersince Apr 2013Easthampton Savings Bank - Easthampton, MADeposit Operations SpecialistJun 2011 - Apr 2013
Full Profile

Jil Krolik Springfield, MA

Professions & Specialties

Financial Planner • Bank Teller • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Banker • Trader • Capital Markets Professional • Sales Person • Bookseller • Sales Representative • Sales Agent • Advertising Professional • Advertising Sales Agent • Manager • Director • Public Information Officer • Operations Manager • IT Manager • Consumer Goods Professional • Commodities Clerk • Owner • Chief Executive • Computer Software Professional • Software Developers • Graphic Design Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Health Professional • Health Practitioner • Lecturer • Postsecondary Teacher • Art Director

Experience & Education

Position:
Manager, Director, Seller at Bookrack Media
Title:
Book & Media Seller, Marketing & Advertising Professional
Location:
Springfield, Massachusetts Area
Industry:
Retail
Work history:
Bookrack Media Manager, Director, Sellersince Jan 2008Wadsworth Atheneum Museum of Art Marketing & Communications ManagerApr 2007 - Sep 2007
Languages:
French
Full Profile

Michael Carlin Springfield, MA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Bartender • Restaurant Server • Food Server • Chief Executive Officer • Corporate Executive • Chief Executive • Planner • Advisor • Compliance Officer • Supporting Member • Team Member • Director of Quality Control • Department Store General Manager • Compliance Manager • Finance and Accounting Specialist • Bank Examiner • Accounting Bookkeeper • Bookkeeper • Financial Compliance Examiner • Auditor

Experience & Education

Position:
Server/Bartender at Dish Bar and Grill
Title:
Server/Bartender
Location:
Springfield, Massachusetts Area
Industry:
Restaurants
Work history:
Dish Bar and Grill - Hartford, Connecticut AreaServer/BartenderLattitude Resteraunt/Inspiration Food Designs, Inc General ManagerJan 2011 - Jan 2013
Skills:
Sales, Recruiting, Investments, Customer Satisfaction, Start-ups, Strategic Financial Planning,...
Full Profile

Mark Kurber Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Investor • Board Member • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Music Artist • Musicians • Singer

Experience & Education

Position:
Board Member at Pioneer Valley Estate Planning Council, Financial Advisor at MML Investor Services Inc
Title:
Financial Advisor at MML Investor Services Inc
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Pioneer Valley Estate Planning Council Board Membersince 2008MML Investor Services Inc Financial Advisorsince Mar 2008
Financial Planner at The Davis Financial Group
Full Profile

Kathy Collins Springfield, MA

Professions & Specialties

Vice President • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Registered Investment Advisor at United Wealth Management Group
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
United Wealth Management Group Vice President, Registered Investment Advisorsince Mar 2010TD Bank/TD Wealth Management Investment ExecutiveMay 2004 - Mar 2010
Financial Planner/Corporate RIA at MassMutual Fina..
Full Profile

Carrie Roche Springfield, MA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Marketing Manager • Operations Manager • Business Manager • Bachelor of Arts • Bachelor of Science • Web Marketer

Experience & Education

Position:
Connector & Internet Marketing Strategist at Smanager CMS, Owner & Lead Internet Marketing...
Title:
Connector & Internet Marketing Strategist at Smanager CMS
Location:
Springfield, Massachusetts Area
Industry:
Internet
Work history:
Smanager CMS Connector & Internet Marketing Strategistsince Mar 2011Roche Internet Owner & Lead Internet Marketing Strategistsince Jan 2001
Skills:
SEO, Online Advertising, User Experience, Email Marketing, Entrepreneurship, Web Development
Languages:
Spanish
Full Profile

Eric Potorski Springfield, MA

Professions & Specialties

Sales Manager • Sales Director • Author • Certified Nurse Aide • Nurse • Nurse Practitioner • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Contributing Author - dustincase.ruwac.com at Ruwac, National Sales Manager at Ruwac
Title:
National Sales Manager at Ruwac
Location:
Springfield, Massachusetts Area
Industry:
Environmental Services
Work history:
Ruwac - Holyoke, MAContributing Author - dustincase.ruwac.comsince Mar 2012Ruwac - Holyoke, MANational Sales Managersince Apr 1998
Financial Planner at MetLife
Full Profile

Paul Ehiwele Springfield, MA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Chief Executive Officer • Sales Manager • Corporate Executive • Chief Executive • Advisor • Clerical Specialist • Managers

Experience & Education

Work

Company:
Home depot
Sales associate
Company:
P j computers international
General manager
Full Profile

Paul Ehiwele Springfield, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Clerk • Clerical Specialist • Managers

Experience & Education

Work

Company:
P j computers international
General manager
Company:
P j computers international
Mail handler/clerk - casual
Full Profile

Financial Planners near Springfield, MA0123BloomfieldManchesterWindsorEnfieldHolyokeChicopeeAmherstAgawamWindsor LocksSomers


Financial Planners around Springfield, MA

Agawam  (1)
Amherst  (1)
Bloomfield  (3)
Chicopee  (1)
Enfield  (2)
Holyoke  (1)
Manchester  (3)
Somers  (1)
Southampton  (1)
Windsor  (2)

Financial Planners in Massachusetts

Sub-specializations

Financial Planner  (27)