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NORTHAMPTON FINANCIAL SERVICES

243 King Street, Suite 240
Northampton, MA 01060

Phone:

800-791-0822

E-mail:

About Us

Simple solutions for life's financial challenges - together we can decide on the best path for you.

Our Services

We offer a combination of professional wealth management advice and services.

Contact Us

Please feel free to contact us with any questions.

Enjoying Today While Preparing for Tomorrow...

Today's investment climate offers unprecedented opportunities. At Northampton Financial Services, our mission is to help clients take advantage of those opportunities by providing them with three key tools.

  • A clear understanding of their financial goals
     

  • A well-defined roadmap for pursuing those goals
     

  • Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.

On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.

Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Northampton Financial Services, please contact us today.

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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This calculator can help you estimate your annual federal income tax liability.

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck