Services
How We Work
At Hometown Wealth Management, we educate you about financial concepts and products and then customize a plan that will help you pursue your financial goals. And we help you manage that plan with caring client service.
We strive to help people develop a retirement strategy. For many, the biggest concern is outliving their assets. If you’re retired – or approaching retirement – contact us!
Investment Services
Managed accounts
Brokerage accounts
Mutual funds, stocks, bonds
Traditional and Roth IRAs
SEP IRAs
SIMPLE IRAs
Variable annuities
Fixed annuities
Fixed index annuities
Our Process
Our Approach to Client Service
We take the time to understand your situation, including your long-term objectives, time horizon, and risk tolerance. By understanding your situation, we can help you make informed decisions about your financial future and help you develop, implement, and monitor a strategy that addresses your needs.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
(413) 529-1901