St.Hilaire Financial Services

St.Hilaire Financial Services is a financial planner in Massena, NY, located at 154 Main St. It holds a rating of 4.9 based on 85 reviews.

The firm specializes in wealth management, retirement planning, college funding strategies, and business planning. Their approach focuses on creating sound financial strategies tailored to individual risk profiles and long-term goals. Services include managing investments such as bonds, common stocks, various IRA types, and annuities, as well as tax planning, estate planning, and insurance products like life and disability income coverage.

The team includes Joel L., a financial planner; Kayla Sutter, office manager; Maureen Fisher, agency assistant; and Thomas J. LaPage, a financial services professional with CTFA designation. They emphasize a team-based approach to address diverse client needs, offering proactive planning and follow-up. The office is open Monday through Friday from 8:30 AM to 4:30 PM, with weekend appointments available by request. Contact can be made via phone at 315-764-0201 or through email.

The firm is situated on Main Street in Massena, New York, just a short distance from Trinity Catholic School and the Massena Post Office.

BizScoreAI awarded the business a Discoverability score of 75 out of 100, ensuring that AI crawlers can access and find every page of the website for potential recommendations. A Technical score of 74 out of 100 confirms the site is secure and indexable, allowing search engines to read it without errors. Additionally, the business ranks number 1 of 3 Financial Planner businesses that BizScoreAI has scored in Massena.