Accardi Financial Group is an independent, family-owned firm based in Wilbraham, MA, that specializes in financial and retirement planning. With over 30 years of experience, their team of Wealth Architects designs and coordinates long-term investment strategies tailored to each client's unique goals and needs. They prioritize their clients' best interests, providing industry-leading customer service and forming long-lasting personal relationships to help clients achieve clarity about their financial futures.
As Accredited Investment Fiduciary (AIF) designees, the advisors at Accardi Financial Group have the necessary training to follow the standard fiduciary process, ensuring that clients receive objective recommendations and advice. They offer a range of services, including retirement planning, succession planning, and custom-designed investment and retirement strategies. By working with a network of professionals, such as accountants and estate planning attorneys, they provide comprehensive financial solutions to address the various financial issues families may face.
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