Top financial advisors in Springfield, MA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Springfield, MA if you're navigating complex tax situations like the 'Millionaire's tax,' which adds extra surtax on high incomes. Without expertise in local tax nuances, you risk unexpected tax bills or missed planning opportunities.
- Local tax knowledge. Confirm how they incorporate Massachusetts-specific taxes into your financial plan.
- Income threshold planning. Ask how they manage surtaxes that kick in above certain income levels.
- Comprehensive tax strategy. Ensure they consider both federal and state tax impacts together, not in isolation.
- Experience with high earners. Check if they have a track record advising clients facing similar tax brackets and income complexities.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sean C
Series 63, Series 65
Springfield, MA
USA 401k
Sean Curran's experience with wealth management and retirement plans for business owners suits clients in Springfield, MA facing complex tax situations like the Millionaire's tax. His independent status, 1% AUM fee, and background in local government and law provide a unique perspective compared to other advisors, emphasizing long-term, diversified portfolios using Modern Portfolio Theory.
Experience: 3 years
Avg account: $678
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Martin C
CFA®, Series 63
Springfield, MA
LPL Financial
Martin Cunningham's 23 years of experience and CFA® designation equip him to handle complex tax situations like Massachusetts' Millionaire's tax, especially for high earners. Working with LPL Financial, a large national firm, he offers flat-fee planning up to $15,000 and specializes in wealth management, retirement income, and tax-loss harvesting, distinguishing him from advisors with smaller firm affiliations or different fee structures.
Experience: 23 years
Avg account: $399,489
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Tina C
Series 63, Series 66
Springfield, MA
Cambridge Investment Research Advisors
Tina Chandler's 15 years of experience and ownership of a tax services firm equip her to navigate complex tax situations like Massachusetts' Millionaire's tax, integrating local and federal tax strategies effectively. Operating within Cambridge Investment Research Advisors, a large firm offering flat-fee options and serving diverse clients including pension plans and trusts, she provides comprehensive wealth management and retirement planning tailored to high earners in Springfield, MA.
Experience: 15 years
Avg account: $378,281
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Timothy C
Series 66
Springfield, MA
J.P. Morgan Securities
Timothy Corwin's 14 years of experience at J.P. Morgan Securities in Springfield, MA, equip him to navigate complex tax situations like the Millionaire's tax, especially for executives and business owners. His firm’s large institutional advisory capabilities and a 0.30% annual AUM fee provide a blend of personalized wealth management and access to extensive resources, distinguishing him from smaller local advisors.
Experience: 14 years
Avg account: $318,381
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Kevin M
Series 63, Series 65
Springfield, MA
Mass Mutual Investors Services
Kevin Murray's 18 years of experience and background running a tax-related business equip him to address complex tax situations like Massachusetts' Millionaire's tax. Operating within Mass Mutual Investors Services, a large firm offering comprehensive planning and asset management, he serves diverse clients including business owners and trusts, which may provide broader resources compared to smaller local advisors.
Experience: 18 years
Avg account: $249,379
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