M. Scott Investment Services, Inc. is a reputable financial advisory firm located in Easthampton, MA. With a strong commitment to providing objective and comprehensive financial advice, they have been serving a loyal client base since 1999. Led by Michael S. Poggi, CFP, MBA, the firm offers a wide range of integrated financial services and products to help clients pursue their individual financial goals. From investment planning to estate planning, retirement planning, and risk management, M. Scott Investment Services aims to create custom asset allocations and assist clients in managing their income and wealth for a secure financial future.
As a trusted Wealth Advisor, Michael S. Poggi and his team prioritize personalized attention and strive to make every client feel like family. They offer a service guarantee that includes prompt response to phone calls, annual in-person reviews, and custom advice tailored to each client's unique circumstances. With a focus on comprehensive wealth management, M. Scott Investment Services aims to help retirees and business owners diversify their investment portfolios, manage liabilities, and transfer wealth to future generations. Their expertise in financial planning, coupled with their dedication to excellent service, sets them apart in the industry.
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