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.
If you have a high income that might trigger Massachusetts' "Millionaire's tax," you need an advisor who understands how this surtax affects your overall tax picture. Without this expertise, you could miss opportunities to reduce your tax burden or mismanage income timing.
- Surtax impact analysis. Ask how they factor the additional tax on income over certain thresholds into your financial plan.
- Income timing strategies. Confirm whether they help you plan when to recognize income to minimize surtax exposure.
- State-specific tax coordination. Ensure they integrate Massachusetts tax rules with your federal tax planning for a complete approach.
- Investment location decisions. Discuss how they choose which accounts to draw from first to optimize tax efficiency under the surtax.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mary C
Series 63, Series 65
West Springfield, MA
LPL Financial
Mary Couture's 40 years of experience and Series 63 and 65 credentials position her well to address complex tax planning needs in Springfield, MA, including the Massachusetts surtax. Working with LPL Financial, a large firm offering flat-fee and hourly financial planning services, she supports diverse clients with model portfolios and comprehensive retirement plan consulting, distinguishing her from advisors with narrower focuses or smaller firm resources.
Experience: 40 years
Avg account: $399,489
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Sean C
Series 63, Series 65
Springfield, MA
USA 401k
Sean Curran in Springfield, MA, offers expertise in wealth management and retirement plans for business owners, which can help navigate Massachusetts' Millionaire's tax through strategic income timing and tax coordination. His independent status, combined with a 1.00% AUM fee and a long-term, diversified investment approach, distinguishes him from others by integrating legal and real estate experience into his financial planning.
Experience: 3 years
Avg account: $678
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Tina C
Series 63, Series 66
Springfield, MA
Cambridge Investment Research Advisors
Tina Chandler's 15 years of experience and Series 63 and 66 licenses equip her to address complex tax scenarios like Massachusetts' Millionaire's tax, especially given her ownership of a tax services business. Working with Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, she supports diverse clients including business owners and retirees, providing retirement income strategies and annuities that complement surtax planning.
Experience: 15 years
Avg account: $378,281
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Kyle S
Series 63, Series 65
Springfield, MA
Mass Mutual Investors Services
Kyle Schmutte in Springfield, MA, brings 12 years of experience and holds Series 63 and 65 credentials, making him well-equipped to address complex tax situations like Massachusetts' millionaire's tax. Working with MassMutual Investors Services, a large firm offering comprehensive financial planning and asset management, he supports diverse clients including business owners and trusts, which may provide broader resources compared to smaller practices.
Experience: 12 years
Avg account: $249,379
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William K
Series 63, Series 65
East Longmeadow, MA
Commonwealth Financial Network
William Kemple's 17 years of experience and expertise in tax-loss harvesting and retirement income strategy equip him to address Massachusetts' Millionaire's tax implications effectively. Operating from East Longmeadow, MA, he offers flexible fee structures including flat fees and hourly consulting, supported by Commonwealth Financial Network's extensive resources and a large advisor network, distinguishing him from others with his combined tax preparation and advisory services.
Experience: 17 years
Avg account: $568,323
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