Trombley Wealth Management of Palmer

Trombley Wealth Management of Palmer is a financial planner in Palmer, MA. The firm specializes in retirement planning, investment strategies, and estate strategy, serving clients with a focus on personalized service. Their expertise includes tax-efficient retirement strategies, insurance, and specialized divorce services.

The firm has been helping clients plan for retirement since 1965. As an independent firm, they provide access to various investment strategies and combine knowledge of tax and estate planning with dedicated customer service. The team includes Managing Partners Mike and Barbara Trombley, along with Kim Handzel, who has led operations since 1996. Barbara Trombley is a CPA, MBA, and a Certified Divorce Financial Analyst, providing specialized guidance on marital property, asset division, and the financial implications of divorce.

Trombley Wealth Management of Palmer is located on Boston Rd.

The firm is recognized for its long-standing history of service and its commitment to helping families achieve their financial goals. Their reputation is built upon decades of experience and a personalized approach to managing complex financial needs.

Trombley Wealth Management of Palmer provides dedicated financial planning and retirement strategies to the Palmer community.