Welcome to our web site!

Our mission is focused on providing the most thorough financial planning and advice  available for each generation of our clients. It is our ambition to deliver excellent service that exceeds our client's expectations.

 

Our administration staff includes:

• Jennifer Bednarski, Office Manager

• Cookie Hastings, Client Services

• Meghan E.A. Beaudry, Data Analyst

 

Our Financial Advisory is provided by:

• Dan Moroney, CFP^®, Financial Advisor

• A.R. Beaudry, CFP^®, CLU, ChFC, CASL^tm, Senior Financial Advisor

Browse through our site and make yourself at home. As our client you can access your accounts with the link on the left-side toolbar. Any suggestions? Please let us know!

 

If you want to call us you can reach us at:

•  800-779-1951

•  413-552-3669

 Our office is at 87 Williamansett St., South Hadley, Massachusetts. Have a great day!

 

 

 

 

Private Financial Design, LLC is independent of John Hancock Life Insurance Company and Signator Investors, Inc.

 

 

 

 

 

We are licensed to sell Insurance Products in the following states:
Connecticut, Florida, Georgia, Massachusetts, Maryland, Minnesota, Oklahoma, Rhode Island, South Carolina.

We are registered to sell Securities in the following states:
Connecticut, Florida, Georgia, Indiana, Massachusetts, Maryland, Minnesota, New Hampshire, New York, Oklahoma, Rhode Island, South Carolina.

Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

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