Holyoke

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Financial Advisor, Financial Planner, and Long-Term Care Specialist
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John Foley, CFP®
CERTIFIED FINANCIAL PLANNER™, Baystate Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Crypto Investing, College Savings, Disability insurance, Divorce Mortgage Planning, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Healthcare Insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Real Estate Investing, Refinancing
WHY I LOVE WORKING WITH WOMEN
Preconceived thoughts can make financial planning intimidating. Therefore, my goal for every client is to derive a feeling of ease. You could be the CFO Read more...
SPECIALTIES
  • Business Succession Planning
  • Financial Planning
  • Wealth Preservation
LOCATION
330 Whitney Ave
Holyoke
Massachusetts
01040
United States
SERVING:
All 50 States
Virtual Appointments Available
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Financial Advisor
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Terrell Joyner
Partner/Financial Advisor, Charter Oak Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Disability insurance, Employee Benefits, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Women are the backbone of our society.  For way too many generations, women were expected to be in the background; yet they have been a Read more...
SPECIALTIES
  • Business Financials
  • Business Insurance
  • Business Planning
  • Divorce
  • Financial Planning
  • IRA
  • Pension
  • Retirement planning
  • Small Business Tax
LOCATION
330 Whitney Ave
Holyoke
Massachusetts
01040
United States
SERVING:
All 50 States
Virtual Appointments Available
View all