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Comprehensive Financial Planning in your Neighborhood

Westfield Financial Planning is a privately owned, Registered Investment Advisor and wealth advisory firm located right in the heart of downtown Westfield.

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As a fiduciary, our duty is to ALWAYS put you, our client, first!

At Westfield Financial Planning, our commitment is to provide you with unbiased advice, impeccable service, and diversified financial resources that serve your individual needs.

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Retirement Planning

The professionals at Westfield Financial Planning strive to ensure that you are taking advantage of every opportunity to save for the future. We work with you by offering proactive solutions for your financial planning needs.

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Financial Planning for Women

Whether you are single, recently divorced or widowed you owe it to yourself to prepare for your financial future.

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Estate Planning

You shouldn’t put off protecting everything you’ve worked hard to attain. Estate planning is more than Wills and Trusts.

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How We Can Help

How We Can Help

We offer a full range of investment and financial services and have access to a wide array of solutions.

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About Us

About Us

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Contact Us for a Complimentary Consultation

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