Trailhead Financial, LLC. - Agawam, Massachusetts

Address: 540 Meadow St STE 104, Agawam, MA 01001.
Phone: 33725991.
Website: trailhead.us
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointments recommended.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Trailhead Financial, LLC.

Trailhead Financial, LLC. 540 Meadow St STE 104, Agawam, MA 01001

☎️33725991

⏰ Open Hours of Trailhead Financial, LLC.

Monday: 9 AM–4 PM
Tuesday: 9 AM–4 PM
Wednesday: 9 AM–4 PM
Thursday: 9 AM–4 PM
Friday: 9 AM–4 PM
Saturday: Closed
Sunday: Closed

Trailhead Financial, LLC: A Comprehensive Overview

Trailhead Financial, LLC, is a respected financial planning and consulting firm dedicated to providing personalized investment strategies and comprehensive financial guidance to its clients. Located at 540 Meadow St STE 104, Agawam, MA 01001, and easily accessible with a wheelchair accessible entrance and wheelchair accessible parking lot, Trailhead Financial prioritizes convenience and inclusivity. Their primary phone number is 33725991, and a detailed overview of their services can be found on their website: trailhead.us. The firm specializes in offering tailored solutions for individuals seeking to optimize their financial well-being, encompassing retirement planning, investment management, and overall financial strategy. Appointments are recommended to ensure dedicated attention and personalized service, recognizing the importance of building strong client relationships.

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Specialties and Services

Trailhead Financialâs core competencies lie in acting as both a financial planner and a financial consultant. This dual role allows them to offer a holistic approach to financial management. They donât simply execute trades; they delve deep into a clientâs financial goals, risk tolerance, and time horizon to craft a truly bespoke strategy. Their services extend beyond basic investment advice to include:

Retirement Planning: Assisting clients in developing strategies for a comfortable and secure retirement, encompassing 401(k)s, IRAs, and other retirement accounts.

Investment Management: Managing client portfolios with a focus on long-term growth and risk mitigation, utilizing a diverse range of investment vehicles.

Financial Goal Setting: Collaborating with clients to define and prioritize their financial objectives, ensuring a roadmap to achieve their aspirations.

Estate Planning Consultation: Providing guidance on estate planning strategies to ensure assets are distributed according to clientsâ wishes.

A key aspect of Trailhead Financialâs approach is proactive portfolio management. They consistently monitor market conditions and adjust investment strategies as needed to protect client assets and capitalize on opportunities. The firmâs commitment to staying informed and adapting to evolving market dynamics distinguishes them as a reliable and forward-thinking partner.

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Accessibility and Amenities

Trailhead Financial demonstrates a strong commitment to accessibility. Beyond the wheelchair accessible entrance and wheelchair accessible parking lot, they also offer a wheelchair accessible restroom and wheelchair accessible seating. Furthermore, the firm provides a comfortable and welcoming environment with a dedicated restroom available for client use. These features reflect a dedication to serving all clients with dignity and respect.

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Client Feedback and Reputation

The company boasts a high level of client satisfaction, evidenced by 13 reviews on Google My Business with an impressive average opinion of 5/5. These reviews consistently highlight the firmâs expertise, responsiveness, and commitment to client success. One client, for instance, shared a decades-long relationship, emphasizing the team's accessibility, knowledge, and proactive management of their accounts. The sentiment frequently expressed is that clients feel consistently comfortable discussing their financial matters and confident in the firm's guidance. Itâs clear that Trailhead Financial fosters trust and cultivates long-term relationships through genuine care and dedication to its clientsâ needs. The individuals at Trailhead Financial appear to be incredibly proactive in managing accounts, consistently seeking opportunities for growth while safeguarding client assets during market downturns.

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Contact Information and Scheduling

To schedule an appointment and discuss your financial needs, please contact Trailhead Financial at 33725991 or visit their website at trailhead.us. Potential clients are encouraged to schedule an appointment to ensure a dedicated and personalized consultation.

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👍 Reviews of Trailhead Financial, LLC.

Trailhead Financial, LLC. - Agawam, Massachusetts

Ty W.

5/5

I met Jim in the mid 1990s. His daughter Kate joined the company sometime later. They make a great team. They are always accessible and extremely knowledgeable. They have regular phone meetings with you so you always feel comfortable about your money. They are very proactive in managing your Accounts, and are always watching for any opportunity for growth or to protect your money if the markets fall. I can't say enough about the people at Trailhead Financial. I've been very happy for the thirty five years that I have been investing with them. Thank you!

Rachel A.

5/5

I have been working with Kate and Jim since I got my first "real" job 10 years ago. Trailhead Financial has been able to meet me where I'm at financially throughout that time. I really appreciated they had me fill out a risk assessment survey to inform next steps for my investments. Kate has factored in my short and long term goals into planning. She has a way of explaining things in simple terms that make sense to someone not well versed in financial lingo but that never feels demeaning. I'm very happy to be working with Trailhead financial and trust them with my financial future.

Edwina C.

5/5

In my long relationship with the team of Trailhead Financial, they have superbly managed my money. I marvel at their expertise in gauging the ups and downs of the market, at the time and effort they have taken to understand my retirement goals, the better to direct my modest portfolio. At age 81 I am grateful for the comfortable retirement that Jim, Kate, and Dennis have built for me.

Rebecca C.

5/5

Jim Zien and Kate Koplin are great Financial leaders that easily communicate and are committed to helping me get through this difficult financial time. They keep me well informed of how my portfolio is performing.

Brendan S.

5/5

For over a decade, Trailhead Financial has been an invaluable partner in my financial journey. Their team of experts has consistently provided personalized guidance and support, helping me achieve my long-term goals. From developing a tailored financial plan to offering insightful investment advice, they've consistently exceeded my expectations. Their dedication, professionalism, and expertise make them a truly exceptional financial firm. I wholeheartedly recommend Trailhead Financial to anyone seeking a trusted and knowledgeable financial partner.

Julie P.

5/5

Trailhead Financial is a fantastic company! We’ve worked with them for years, and feel confident about our financial future. The investment strategy that they’ve developed and implemented for us has allowed us to spend our retirement years the way we hoped to, knowing we’re making prudent financial decisions.

Mark T.

5/5

Kate is thorough and provides easy to understand guidance. She listens intently and works collectively with her clients to provide a finacially strong strategical vision.

Kim L.

5/5

Trailhead Financial has the easiest people to talk to. Kate and Jim are always available for questions. EXCELLENT ADVISORS!