Jim Shuttleworth - Thrivent

Command Wealth Management is an independent financial services firm based in East Longmeadow, MA. With a business philosophy rooted in honesty, transparency, trust, and loyalty, their team is dedicated to helping clients protect and grow their retirement income through innovative strategies. They offer personalized financial planning and investment management services, aiming to create long-lasting relationships built on collaboration and informed decision-making. Command Wealth Management leverages technology to provide efficient and high-quality service to clients, regardless of their geographic location. With a focus on the accumulation and distribution phases of financial planning, Command Wealth Management offers a range of services, including retirement planning, portfolio review evaluation, cash flow analysis, budgeting and debt management, insurance policy review, education funding advice, estate analysis, behavioral coaching, and wealth mentoring. While serving all individuals seeking financial advice, they also cater specifically to military members, veterans, and federal employees. Command Wealth Management strives to develop meaningful relationships and help clients achieve their financial goals through thoughtful and meticulous planning.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in East Longmeadow is here for you, serving the Hartford-Springfield region of western Massachusetts and northern Connecticut. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.