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TOP -> FINANCES AND INSURANCE Financial consulting: Personal financial planning
There are 5 published matches for your search
Rick Feldman

31 Olive Street
Northampton,MA 01060

Develop enterprises (for profit and not-for-profit), entrepreneurship, and common good resilient communities through networks, education, consulting, coaching, and business support.
Jennifer Turner
Jennifer Turner, MBA
Belchertown,MA 01007

Affordable and convenient bookkeeping, financial and strategic/operational services for businesses and households in the Pioneer Valley and Beyond. I'd love to hear about your challenges!
Richard Witty
Richard Witty CPA

245 Russell Street, 15C
Hadley,MA 01035

Certified Public Accountant practicing in Greenfield and Hadley. Tax preparation, tax planning, personal financial planning consultation, compiled and reviewed financial statements, controller for hire, Quickbooks to ERP systems project management, strategic planning consultation. Founder of LOCUS product disclosure metric. 10 years public accounting experience, 12 years controllership. Graciously accepting new clients. Makes "house calls".
andrew bellak
Stakeholders Capital

216 lincoln ave.
amherst,ma 01002
I am a business consultant. Most of the work I do is with Matt Blumenfeld and his firm, Financial Development Agency, based in Amherst. We help mostly non-profits with development and fundraising needs. These include, feasibilty studies, capital campaigns, annual donor programs, board training, grants programs, and related PR, marketing, strategy and vision.
Richard McGravey
The Davis Group

4 Bay Road
Hadley,MA 01035

We work with employers to provide comprehensive benefit solutions to attract, retain, educate, reward and empower quality employees. Our services include consultation on the design of employer-sponsored retirement and executive compensation plans complemented by the implementation of solutions for administration, asset management, and employee education all through strategic relationships with industry leading institutions. In addition, we provide organizations personal financial planning services specifically catered to the level of needs for all employees from key senior administrators to the general employee population.