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Christopher E Distefano CFP
- Financial Services
- Holyoke, MA
About this business
Christopher E Distefano CFP is located at 330 Whitney Ave # 600, Holyoke, MA. This business specializes in Legal & Financial.
Location details
330 Whitney Ave # 600, Ste 600, Holyoke, MA, 01040, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:30 p.m. | |
| Tue | 9:00 a.m. to 5:30 p.m. | |
| Wed | 9:00 a.m. to 5:30 p.m. | |
| Thu | 9:00 a.m. to 5:30 p.m. | |
| Fri | 9:00 a.m. to 5:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My wife and I have had the pleasure of working with our agent/financial advisor, Jack Yvon, and his Executive Coordinator, Angela Belieu, for several years now. They are both highly knowledgeable, extremely diligent and always available. As with everyone else, we take our financial goals very seriously, and know that we are in good hands with Jack and Angela. If you are looking for help with your financial goals/insurance needs, then I recommend you set up an appointment to speak with them….you won’t be disappointed. A litt... read more
I took the retirement planning class at Holyoke Community College, which was hosted by Jack & Angela. Jack was able to cover a vast amount of information & Angela did an excellent job making sure everything ran smoothly. I recommend their professional services.
We have been working side by side with Jack Yvon and his team of a stock and a bond finacial manager, for the past two years. In that time frame our retirement financial picture has evolved from one that was somewhat murky and uncertain to one that is planned, clear and diversified. Jack has held in-person or Zoom quarterly meetings to review, and if necessary, fine tune our overall financial plan. Jack and his EA, Angela Belieu, are responsive, pleasant and thorough. They have been readily available to address any of our qu... read more
I highly recommend working with Jack Yvon and Angela Belieu. Both bring a great deal of knowledge and were able to provide a clear understanding of our financial goals and path to get there.
I took the retirement planning course and gained so much from that. The instructor, Jack, was very knowledgeable and professional. I would highly recommend the course!
Frequently asked questions about Christopher E Distefano CFP
How is Christopher E Distefano CFP rated?
Christopher E Distefano CFP has a 4.6 star rating with 9 reviews.
When is Christopher E Distefano CFP open?
Christopher E Distefano CFP is closed now. It will open on Monday at 9:00 a.m.
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