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  • Broadview Wealth Management Reaches $1 Billion Milestone

    Broadview Wealth Management, a wealth management firm located at Broadview Federal Credit Union, has officially surpassed a major milestone in its 36-year legacy of relationship-driven financial service.

  • Key Retirement and Tax Numbers for 2026

    Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are some of the key adjustments for 2026.

  • Five Tips to Prepare for Long-Term Care in Retirement

    Learn five key strategies to prepare for long-term care expenses in retirement.

  • Retiring as a Small-Business Owner: What to Know Before You Go

    Preparing to retire from your business? Broadview Wealth Management helps business owners navigate retirement planning and business planning with strategies for succession, savings, and long-term financial freedom.

  • 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

  • Todd Trombly

    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.

  • Brian Hooks

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

  • Jim Faranda

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

  • Sean-Patrick Davis

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

  • Save Smarter, Not Harder: 9 Tips for Navigating an Economic Slowdown

    Navigate economic uncertainty with confidence. Discover 9 practical tips to save smarter, manage finances, and thrive during an economic slowdown.

  • Steven Massey

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

  • Matt Clement

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

  • About Us

    Whether you’re just starting out, actively building wealth, or seeking to fine-tune your portfolio –  our team is here for you!

  • Ron Bender

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

  • Meet the Team

    Meet the team of Broadview Wealth Management.

  • 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

  • Plan

    Protect your financial security and personal wellbeing and leave confusing, time-consuming insurance shopping behind.

  • Retirement

    Your advisor helps you shift gears for the hills and valleys, so you can focus on reaching your destination.

  • Make the Most of Your Tax Write-Offs for Giving Tuesday

    Here are some tips and tricks for managing your deductions and charitable purposes on Giving Tuesday.