MA · Agawam

Fiduciary advisors in Agawam, MA

2 advisors with offices in Agawam. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Agawam

Jeanmarie Deliso, CFP - Deliso Financial And Insurance Services

Agawam, Massachusetts

Deliso Financial and Insurance Services, located in Agawam, Massachusetts, is led by Jean M Deliso, CFP®, who has worked in financial services for thirty years. The firm develops integrated financial plans addressing protection, retirement, investment, estate planning, and charitable giving for individuals and business owners, with particular focus on succession and legacy planning. Jean holds membership in the Nautilus Group through New York Life and has been recognized on New York Life's Chairman's Council since 2012 and as a member of the Million Dollar Round Table since 1999.

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Justin Doyle, Wealth Advisor - Eagle Strategies

★5.0(7)

Agawam, Massachusetts

Insurance-Based

Justin Doyle, Wealth Advisor - Eagle Strategies is an insurance-based firm in Agawam, Massachusetts. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

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Financial advisors in Agawam, Massachusetts

Advisors serving Agawam specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Massachusetts's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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