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
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...
Juliana Bergeron (CRD# 725180) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Keene, NH and has over 17 years of experience in the finance industry.
J. Black (CRD# 851047) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Northampton, MA and has over 36 years of experience in the finance industry.
Karen Curran (CRD# 4937730) is an Investment Advisor Representative working at Bolton Global Asset Management in Northampton, MA and has over 12 years of experience in the finance industry. Karen Curran 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 put clients' interests first and comply with the Financial Planning Practice Standards.