Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Steven Lepage (CRD# 4036106) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Belchertown, MA and has over 17 years of experience in the finance industry.
Rene Ledoux (CRD# 1599650) is an Investment Advisor Representative affiliated with Cambridge Investment Research Advisors, Inc. in Ludlow, MA through The Professional Alliance located in Milford, MA, a professional body of investment advisors who are either attorneys, CPA's and / or CFP's. Rene has over 29 years of experience in the finance industry. Rene Ledoux has taken additional exams to become a Certified Financial Planner (CFP®). CFP ; working for some of New England's largest Trust Companies and is well versed in estate planning. He makes his home in Ludlow with his wife Susanne; enjoys...
Richard Havican (CRD# 240057) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wilbraham, MA and has over 46 years of experience in the finance industry. Richard Havican has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning...
Jeffery Still (CRD# 6040892) is an RIA working at Eagle Strategies LLC in Hadley, MA and has over 5 years of experience in the finance industry.
For Individuals, innovative products and services available for individuals and families. Key services include:
Wealth Management, Retirement Planning, Estate Planning, Lifetime Income Strategies, Investment Management, Financial Plans, Long Term Care Planning, Life Insurance Planning, 401K and IRA Rollovers.
For Businesses, an array of services to help business owners address their financial needs. Some primary Business services...