EAST LONGMEADOW, MA
HUB Retirement
and Wealth Management
Dedicated to helping you and your organization get ready for tomorrow.
Our Services
Our Story
Events
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Office Addresses:
12 Somers Road East Longmeadow, MA 01028
Office Contact:
(Main) 413-224-3606
Let’s take your next financial step together!
How We Help
Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.
Retirement
Private Wealth
Financial Wellness
Our Story
At HUB Retirement and Wealth Management – East Longmeadow, our mission is to be of service to your organization and valued employees to optimize your corporate retirement program. Our significant experience, resources and focus on fundamentals will contribute to maintaining a successful retirement program, helping your employees work towards achieving financial success. In addition, we will strive to assist you in maintaining your plan in recognition of all regulatory requirements in order to fulfill your compliance and fiduciary obligations.
Our value proposition is very straightforward: commit significant resources and focused solutions. If we don’t deliver disciplined investment product solutions at a competitive cost to your company and your employees, we haven’t earned your confidence and business.
Our Team
When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.
Financial Consultants
Charlie Epstein
Upcoming Events
Take a look at upcoming events hosted by our firm.
7 Must-Know Retirement Terms
Is Your Retirement Plan on the Right Path?
The Real Cost of Healthcare in Retirement and How to Prepare
Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
Market Commentary: Staying Steady Amid the Swings
April’s markets reflected a classic case of short-term volatility amid long-term uncertainty, with U.S. stocks dipping slightly while international equities and bonds offered relative stability. As Van Morrison sang, “there’ll be days like this,” reminding investors to stay the course when markets feel uncertain.
![[Video] Q1 2025 Economic and Market Commentary](https://hubrpw.com/wp-content/uploads/2025/04/Screenshot-2025-04-21-at-4.51.52 PM.png)
[Video] Q1 2025 Economic and Market Commentary
As we closed the first quarter of 2025, investors were met with a stark change in tone from the high-growth...
Tariffs, Turbulence, and the Power of Diversification
As expected, investment markets around the world responded to yesterday’s announcement by President Trump that new...
Office Information
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM EST
Office Addresses:
12 Somers Road East Longmeadow, MA 01028
Office Contact:
(Main) 413-224-3606
We’re by your side for all your needs, in business and in life.
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