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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.”
Best Financial Advisors in Springfield, MA
24 firms listed · 8 in Springfield · 1 open weekends · 18 rated 4.5+
Data verified October 18, 2026
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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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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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Saint Germain Investments
“St Germain has integrity i ve been there more than 15 years.”
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Fedor Financial Group
“Dave Fedor is an honest, detailed and hard working financial advisor who puts his clients first.”
The 24 firms listed for Springfield, 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: Springfield, MA
Of the 24 firms we list here, 8 are in Springfield itself and 16 come from towns including East Longmeadow (4, 4 mi), West Springfield (4, 4 mi) and Indian Orchard (1, 3 mi). 20 of the firms on this page have a rating, from 4.2 to 5.0 across 109 reviews; 18 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), insurance (3), tax services (3), estate (2) and investment (2). 6 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 97 years. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. 1 has Spanish-speaking staff. We have a website on file for 22 of the firms on this page; 20 publish a contact page; 18 list a public email and 5 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 any financial advisers listed for Springfield offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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J.M. O'Brien & Company
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Martin J Cunningham, CFA
“If you're in the Massachusetts or New York area and you need some financial advice or would like an experienced advisor to manage your assets, he's your guy.”
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Moors & Cabot
“Extremely knowledgeable Brokers and very competent and the calls are returned in a timely manner.”
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Entrepreneurs In Action For Change
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Help To Retire
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Hale Financial Planning Group
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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.”
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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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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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Daniel W. Polachek
“I recently started using Dan and even after doing my taxes hey have steped up t to”
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Anthony T Muscarella, CPA
“I have been using tony for several years and he continually goes above and beyond for his clients.”
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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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Pioneer Valley Financial Group
“Great Local, Financial, Retirement planning business that offers a client to be part of a "family" oriented feel.”
Retirement Planning and Investment Management Services in Springfield, MA Cost Estimates
Minimum cost
$1204
Maximum cost
$10232
National Average
$3612
Avg Per Hour Rates
$362
$2408
$6621
Fair price range is based on 366 cost profiles
Why these companies made our list
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