The Nathan Agencies Amherst Financial Services

The Nathan Agencies - Amherst Financial Services is a privately held, independent financial planning firm based in Amherst, Massachusetts. With a team of four employees, the company has been serving clients for over 50 years, building a strong reputation for personalized financial guidance. Founded in 1969 by Ronald J. Nathan, the firm transitioned to second-generation leadership in 2017 under Christian A. Sulmasy, AIF®, MBA. The Nathan Agencies provides a comprehensive suite of financial services tailored to meet the unique needs of each client. These services encompass retirement planning, wealth management and investment strategies, estate planning, business needs analysis, and college savings strategies. The firm also specializes in developing risk minimization strategies through a range of insurance products, including Life, Long Term Care, Disability, and Health insurance. Their expertise extends to Social Security strategies and the various Massachusetts Pension Systems. The company prides itself on building long-term relationships with clients based on honesty, trust, and mutual respect. Their advisors work closely with individuals to develop customized investment strategies designed to help them achieve their specific financial goals. The Nathan Agencies emphasizes transparency and clear communication, ensuring clients fully understand their financial plans and options. To schedule a consultation, clients can call The Nathan Agencies at (800) 228-8351 or email them at [email protected]. The firm's website, http://www.nathanagencies.com/financial.html, provides further information about their services and team.