Broker Check
Understanding Today’s Financial Environment

Understanding Today’s Financial Environment

Welcome, we’re Steven E. Chick, CFP® Financial Advisor, a financial organization in Williamstown, MA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Learn more
Retirement

Retirement

Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.

Learn more
Business Planning

Business Planning

Business Owner?

Do you have a well designed strategy to address your business succession / transfer planning needs? How about compensation strategies to attract, motivate and retain your key talent? Your unique needs require unique solutions.

Learn more
Insurance

Insurance

A sound insurance strategy can help protect your family from the financial consequences of unexpected events.

Learn more
Investment

Investment

A worthwhile investment can help spell out your financial future and provide assurance that you are making the most out of your assets.

Learn more
Services

Services

We create strategies tailored to your goals

Learn more
Independence

Independence

Without any conflicts of interest we put your needs first

Learn more
Trust

Trust

We enjoy building trusted relationships that span generations

Learn more

Have a Question

Thank you! Oops!