Andrew R. Beaudry,  CFP<sup>&reg;</sup> - Financial Advisor

Andrew R. Beaudry, CFP®

CLU, ChFC,CASL

Financial Advisor

Private Financial Design, LLC

87 Willimansett St
South Hadley, MA 01075
(413) 552-3669

General

Andrew Beaudry is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Private Financial Design, LLC in South Hadley, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CASL, CLU

Insurance Licenses

  • Life insurance: MA, CT, RI, FL
  • Health/disability insurance: MA, CT, RI, FL
  • Fixed annuities: MA, CT, RI ,FL
  • Variable annuities: MA, CT, RI, FL

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Asset Allocation, Investment Management, Estate Planning, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources