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Grzelak, Grzelak, & Associates
“Their attention to detail, personability, willingness to help and explain, and their proactive efforts to help you as an individual and a business is outstanding and a breathe of fresh air.”
Best Financial Advisors near Chicopee, MA
There are no firms listed in Chicopee itself yet; the 24 below are the closest options, from towns including Springfield (4, 5 mi), East Longmeadow (4, 8 mi) and Holyoke (2, 3 mi).
1 open weekends · 22 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Dufault Vann & Co
“This year I had some issues with my taxes and one of the principals jumped right on to ensure that I would be satisfied and happy.”
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Aaron Smith
“I have been using Aaron Smith for years and their service is outstanding, very professional and responsive.”
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Innovest Financial Services
“I love the combination of investment advice and taxes in one spot.”
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Bond Financial Group
“It's great working with people who care about you, your goals and help you plan your future.”
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Grenier Financial Advisors
“Pat is a kind, warm hearted person, makes you feel like you're the only one in the moment, explains every detail and again, if you don't understand something.”
The 24 firms listed for Chicopee, MA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Chicopee, MA
The 24 firms on this page are rated from 4.2 to 5.0 across 123 reviews; 22 are rated 4.5 or higher. 1 is open on weekends. The services the firms on this page list most often on their websites are financial planning (3), estate (2), insurance (2), investment (2) and investment management (2). 1 shows a license on its website and 6 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 offer payment plans; 4 offer a free initial consultation and 1 is family- or locally-owned. 1 has Spanish-speaking staff. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 20 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Chicopee take financial planning bookings online?
4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Changework Financial Coaching
“I was about $10k in debt mainly to Uncle Sam and thought that because I have a good paying job I'd be ok doing what I do every year…wait last minute to pay, using pay checks rather than savings to do so.”
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Trombley Associates Investment and Retirement Planning
- Team
“His wise advice set him up very nicely financially, when Dwight passed at which time I have had my investments with Barbara and M Ike, the down to earth attitude and financial advice is beyond belief.”
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Kemple Financial
- Questions
- Knowledge
- Expert
“He's provided me with a whole new perspective on the day to day operation of my business and given me both short and long term advice that has been extremely valuable in setting me up for long term success.”
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Patrick Woodhouse
“Patrick worked with me initially to transfer my accounts from an advisor that was not working well with me and was simply not caring about my funds—they were stalled and I was losing money!”
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Financial Resources of CT
“Great Family run Firm, they know what they are doing!!!”
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Ideal Financial Services
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Daniel W. Polachek
“Friendly, professional service!”
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Saint Germain Investments
“St Germain has integrity i ve been there more than 15 years.”
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Command Wealth Management, Keith E Tatlock, CFP
“Keith and his staff are always friendly, helpful, patient and always take the time to answer our questions and make sure we are comfortable with our investments”
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ONE Source Financial Group
“Very helpful very professional”
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Northampton Financial Services
“They're awesome”
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Liebert Wealth Management
“Jed knows his stuff, goes above and beyond for his clients, and always acts with utmost integrity.”
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Pioneer Valley Financial Group
“Great Local, Financial, Retirement planning business that offers a client to be part of a "family" oriented feel.”
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The Wealth Technology Group
“I was satisfied with the service.”
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Scatolini Wealth Management
“She works so hard to find the best long term plan for individual and family needs.”
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Rich Capannola Financial Planner
“My wife and I have different levels of risk tolerance and he has used that information to tailor our investments in our separate Roth accounts.”
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Parkview Financial
“Pretty swag”
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Fedor Financial Group
“Dave Fedor is an honest, detailed and hard working financial advisor who puts his clients first.”
Retirement Planning and Investment Management Services in Chicopee, MA Cost Estimates
Minimum cost
$1049
Maximum cost
$8913
National Average
$3146
Avg Per Hour Rates
$315
$2098
$5768
Fair price range is based on 469 cost profiles
Why these companies made our list
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