Christopher E Distefano CFP - Holyoke, Massachusetts

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Christopher E Distefano CFP: A Trusted Financial Planning Expert

Christopher E Distefano, known professionally as Chris Distefano, is a distinguished financial planner based at 330 Whitney Ave # 600, Holyoke, MA 01040, United States. His professional presence is marked by a commitment to providing personalized financial guidance to individuals seeking to secure their financial futures. With a distinguished educational background in financial planning, represented by the Certified Financial Planner (CFP) designation, Chris Distefano ensures that his clients receive expert advice grounded in thorough knowledge and ethical standards.
Key Features:
- Financial Planning Specialist: Chris Distefano focuses exclusively on providing comprehensive financial planning services to help clients achieve their financial goals.
- Accessibility: His office is wheelchair-accessible, ensuring that everyone can receive expert financial advice without barriers. The facility includes a wheelchair-accessible parkingspace, entrance, and restroom, making it convenient for all customers.
- Professional Credentials: Holding the CFP designation, Chris Distefano has demonstrated a high level of expertise and integrity in the field of financial planning.
- Customer Reviews: Accumulating 9 reviews on Google My Business, Chris Distefano has built a reputation for quality service, with an impressive average opinion of 4.6/5.
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For those seeking his services, appointments are recommended to ensure that clients can receive the personalized attention they deserve. This proactive approach reflects Chris Distefano's dedication to providing thorough and tailored financial advice. His contact information is readily available for interested parties, with a phone number 413-539-2383 for direct communication and a professional website distefanofinancial.com for detailed information about his services and the company's approach to financial planning.

Location and Accessibility:

Chris Distefano's office is conveniently located in Holyoke, Massachusetts, offering a welcoming environment for clients from the surrounding areas. The office's wheelchair accessibility features not only comply with legal standards but also demonstrate a commitment to inclusivity, ensuring that all potential clients, regardless of physical ability, can comfortably access his services. This thoughtful consideration sets a positive tone for the client experience, promising a service that values diversity and accessibility.

Services and Expertise:

As a financial planner, Chris Distefano's expertise lies in helping individuals and families navigate complex financial landscapes. His services are designed to provide clarity and direction, addressing a wide range of financial needs from estate planning and retirement strategies to tax management and investment advice. By focusing on personalized planning, Chris aims to empower clients with the knowledge and tools necessary to make informed financial decisions that align with their long-term objectives.

Customer Experience and Engagement:

The emphasis on recommendations for appointments underscores Chris Distefano's approach to client service. This method ensures that each consultation is tailored to the client's unique situation, allowing for in-depth discussions and a thorough analysis of their financial health. While the average opinion reflects a high level of satisfaction, the personalized nature of his services means that the experience can vary, but always with the client's best interests at heart. The recommendation for appointments also implies that clients can expect a detailed follow-up and ongoing support, reinforcing the professional's commitment to not just planning, but also maintaining long-term financial health for his clients.

Contact Information and Getting Started:

For those interested in exploring how Chris Distefano's financial planning expertise can benefit them, it's straightforward to reach out. The provided phone number allows for quick and direct communication, ideal for scheduling consultations or simply asking questions about financial planning services. The website serves as a valuable resource for those who prefer to gather more information before contacting Chris Distefano directly. Here, potential clients can learn about his specific areas of specialization, review his credentials, and get a sense of the comprehensive services he offers. Whether it's through a phone call or a visit to his website, the path to seeking financial guidance with Chris Distefano is clear and accessible.

Conclusion:

Chris Distefano stands out as a reliable and knowledgeable financial planner in Holyoke, MA. His commitment to accessibility, combined with his professional credentials and high customer satisfaction ratings, positions him as a trusted advisor for anyone looking to enhance their financial well-being. By prioritizing personalized services and maintaining a welcoming, inclusive office environment, Chris Distefano ensures that his clients not only receive expert advice but also a supportive experience throughout their financial planning journey.

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This structured response aims to provide a detailed yet concise overview of Chris Distefano's financial planning services, highlighting key features, location advantages, and how potential clients can engage with his services.