Hamel & Associates

At Hamel Advisory Services, LLC, our team of experienced financial professionals is dedicated to helping individuals and families achieve their retirement goals. Our comprehensive approach to financial planning focuses on preserving and growing our clients' assets, while also providing peace of mind and confidence in their financial future.

Our Mission

Our mission is to provide personalized financial guidance to our clients, empowering them to make informed decisions about their financial lives. We take a holistic approach to financial planning, considering all aspects of our clients' financial situations and providing tailored solutions to address their unique needs and objectives. Whether you're approaching retirement or already retired, our team is committed to helping you achieve financial freedom and security.

Our Services

We offer a wide range of financial services, including financial planning, investment management, social security maximization, legacy planning, life insurance, income planning, long-term care, and tax planning. Our team of experts will work closely with you to understand your financial goals and develop a customized plan to help you achieve them. Whether you're looking to create a sustainable income stream in retirement, protect your assets from market volatility, or ensure that your legacy plans are in place, we have the expertise and resources to help.

Our Team

Our team is led by Joe Hamel, a seasoned financial professional with years of experience in the retirement planning field. As an investment advisor representative of Portfolio Medics, Joe is held to a high professional standard and acts as a fiduciary when working with his clients' investments, focusing on their best interest. Our team is dedicated to providing exceptional service and guidance to our clients, and we take pride in building long-term relationships based on trust, integrity, and expertise.

Our Philosophy

We believe that everyone deserves to enjoy a secure and fulfilling retirement. That's why we're committed to providing personalized financial guidance and education to our clients, empowering them to make informed decisions about their financial lives. We take a holistic approach to financial planning, considering all aspects of our clients' financial situations and providing tailored solutions to address their unique needs and objectives. Our goal is to help our clients achieve financial freedom and security, and to provide them with the peace of mind that comes from knowing their financial futures are secure.