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2 Park Street
Suite 1A
South Deerfield, MA 01373

(413) 665-7547

 

Team

At Sobieski Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
After preparing tax returns for many years, and seeing the lack of long term financial planning for many of my clients, I decided I would offer that service. The need for planning really hit home when I started looking at my own...

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