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Fiscally Fit

Shaping Up Your Finances with Alvanos & Associates

As January arrives, most of us focus on improving our physical health, but we shouldn’t overlook getting our finances in shape too. However, many people don’t know where to begin when it comes to navigating the complex world of money. Connecting with a knowledgeable, experienced, and trustworthy financial planner is a great place to start.

Susan Alvanos, a certified financial planner with Alvanos & Associates in Feeding Hills, provides sound financial guidance. She and her team will ensure that you receive personal attention and the answers to all of your financial questions at any stage of life. Her company, a fiduciary that puts the needs of their clients first and foremost, is a private wealth advisory practice of Ameriprise Financial Services, LLC.

Susan carefully listens to her clients, understands what they want to accomplish financially, and helps them reach all of their fiscal goals in the most efficient and effective manner. When first meeting with clients, she tells them the most important words to financial fitness are, “Investing early pays off.”  She shares that by taking that advice, “It provides a lifetime of opportunity for terrific growth.” With over 22 years with Ameriprise, Susan has witnessed that successful growth, not only for her initial clients, but for generations of their families as well. She assists people with every milestone: new careers, home purchases, children's college tuition, retirement, and updated estate documents because, as Susan says, “Anything can happen to anyone at any time.”

The theme of family is prevalent at Alvanos and Associates. Susan’s husband was also a financial planner for 37 years before retiring, and she shares that she is honored and fortunate that two of her three sons now work with her. She also believes, “Clients are family.” A significant part of her customer base comes from personal recommendations. There is no better compliment than being highly recommended to one’s family and friends.

Susan shares that many of her clients ask themselves, “Why didn’t I do this sooner?” Avoid having this regret yourself by contacting Alvanos & Associates today at 413.821.9380.

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