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20 Results

• Michael Hastings

  tertiary Devin Fucci Senior Client Services Associate Devin Fucci has been with Broadview Wealth Management since 2003. She originally joined our team as a receptionist before transitioning to the

• Jordan West

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.

• Wealth and Retirement Planning: 6 Ideas to Help You Get Your Finances in Order

  Discover six smart wealth‑planning strategies—from taxes to withdrawal planning—to help wealthy individuals prepare for a confident retirement.

• The Best Gift You Can Give Your Kids as a Single Parent is an Estate Plan

  Single parents shoulder the responsibility of not only providing for their children's immediate needs but also planning for their future.

• Spreading Holiday Cheer with Year-End Giving

  The holidays are nearly upon us – a time of giving, goodwill to others, and embracing traditions.

• Know What You Are Worth Today to Map Out Your Financial Future

  It does not matter how much money you have today; you still must know the details of what you are worth. Understanding your financial situation can help you develop a retirement plan, pay down debt, draft a comprehensive estate plan and live with financial independence.

• Overcoming the Dual-Caregiving Dilemma

  The "Sandwich Generation" is composed of adults who are ‘sandwiched’ between competing financial responsibilities.

• Should You Be Concerned About the State of Social Security?

  Social Security, established in 1935, provides financial benefits to the elderly, disabled, and disadvantaged groups.

• What You Need To Know for the 2024 Tax Season About Credits, Deductions, and Policies

  The 2024 tax season is approaching, so be prepared for any changes that could affect your return.

• An Essential Guide to Estate Planning Preparedness

  If you have not begun to prepare an estate plan, or if your estate planning efforts have stalled, what can you do to get back on track? Here are seven crucial steps to take when planning your estate.

• Your Financial Fresh Start: 12 Resolutions in 12 Months

  Do you want to get on top of your finances this year?

• How to Give Well and Wisely

  With so many economic and social challenges in society, contributions to charities and philanthropy efforts are needed now more than ever. While you likely may appreciate the value of giving, you also want to give wisely. Below are a few simple tips to ensure your contributions are going where they are needed.

• Matt Clement

  Check the background of investment professionals associated with this site on FINRA’s Broker Check. 

• Steven Massey

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.  

• Megan Burdick

  tertiary Megan Burdick Financial Consultant Megan Burdick started her career in the financial services industry in 2020 as a travel teller, and has worked her way to her current role as a Financial

• Ron Bender

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.

• Thriving in a Volatile Market

  Manage uncertainty during market shifts.

• Todd Trombly

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.

• Brian Hooks

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.

• Harry Hartman

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.