Page 23 - BusinessWest 2023 Book of Lists

FINANCIAL SERVICES/BROKERAGE FIRMS RANKED BY NUMBER OF LICENSED BROKERS IN WESTERN MASS.
COMPANY
LICENSED BROKERS IN W.MASS.
BRANCH MANAGER
SERVICES
72
35
28
22
20
20
20
20
13
11
10
CHARTER OAK FINANCIAL
330 Whitney Ave., Suite 600, Holyoke, MA 01040 (413) 539-2000; www.charteroakfinancial.com
NORTHWESTERN MUTUAL / THE PIZZUTI GROUP
2
3
4
5
5
5
5
9
10 CHASE,CLARK,STEWARTANDFONTANA 101 State St., 8th Floor, Springfield, MA 01102 (413) 788-4531; www.chaseins.com
11 FOLEY CONNELLY FINANCIAL PARTNERS 37 Elm St., West Springfield, MA 01089 (413) 214-7474; www.foleyconnelly.com
Risk management (including life insurance, disability income insurance, and long-term-care insurance); business planning and protection; retirement planning and investments; fee-based financial planning
Private client services; brokerage services; advisory services; annuities; life insurance; disability income; long-term care; employee benefits; local offices in Greenfield, Northampton, Springfield, and Hartford
Life insurance; short- and long-term disability; insurance; annuities; investments; workplace financial education; long-term care insurance; personal lines property and casualty insurance
Brokerage; personal credit; insurance; home-financing, trust, and business-financing services; retirement and group employee benefits; investment management; financial planning
Brokerage and investment-advisory services; financial and wealth planning; credit and lending; cash management; annuities and insurance; retirement; trust
Financial guidance; investment planning; retirement planning; income planning; managed portfolios; annuities; life insurance; long-term care
Full-service investment management; financial, estate, and succession planning; wealth management
Full-service brokerage firm catering to ultra-high-net-worth and high-net-worth individuals; providing wealth management starting with plan
Full-service investment management; financial planning; advisory services
Personal; commercial; life; financial services; retirement planning; employee benefits
Financial, retirement, and estate planning; investments and insurance; employee benefits; home, auto, and business insurance
1
Brendan Naughton
Corey Caron
Robert Cosenza
James Capella
John Carty
Mary Couture
Michael Matty
Gabriel D’Amica
Mark Teed
Raymond Lukas
Brian Foley
20 Church St., Suite 710, West Hartford, CT 06107 (860) 724-4288; www.downtownhartfordnm.com
BAYSTATE FINANCIAL
330 Whitney Ave., Suite 610, Holyoke, MA 01040 (413) 322-1147; www.baystatefinancial.com
MERRILL LYNCH
One Monarch Place, Suite 2300, Springfield, MA 01144 (413) 747-6900; www.fa.ml.com
MORGAN STANLEY
1500 Main St., 19th Floor, Springfield, MA 01115 (413) 734-7311; www.morganstanley.com
PEOPLE’S SECURITIES INC., A SUBSIDIARY OF PEOPLE’S UNITED BANK
1391 Main St., 3rd Floor, Springfield, MA 01103 (413) 731-2342; www.psi.peoples.com
ST. GERMAIN INVESTMENT MANAGEMENT
1500 Main St., 25th Floor, Springfield, MA 01115 (413) 733-5111; www.stgermaininvestments.com
UBS FINANCIAL SERVICES
One Monarch Place, Suite 1400, Springfield, MA 01144 (413) 785-4900; www.ubs.com
RAYMOND JAMES
1500 Main St., 17th Floor, Springfield, MA 01115 (413) 372-6600; www.rjaspringfieldma.com
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