Page 25 - BusinessWest 2023 Book of Lists

FINANCIAL SERVICES/BROKERAGE FIRMS RANKED BY NUMBER OF LICENSED BROKERS IN WESTERN MASS.
COMPANY
LICENSED BROKERS IN W.MASS.
3
BRANCH MANAGER
SERVICES
3
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22 BERKSHIREBANCINVESTMENTSERVICES
66 West St., Pittsfield, MA 01201
(413) 236-3166; www.berkshirebancinvestment.com
22 CURRANANDKEEGANFINANCIAL 104 Middle St., Hadley, MA 01035
(413) 570-4188; www.currankeegan.com
22 THEJAMROGGROUP
330 Whitney Ave., Suite 620, Holyoke, MA 01040 (413) 539-2000; www.jamrog.group
22 PARAMOUNTFINANCIALDESIGNLLC
87 Willimansett St., South Hadley, MA 01075 (413) 552-3669; www.privatefinancialdesign.com
22 PRIVATEWEALTHMANAGEMENTGROUP 1350 Main St., Suite 1008, Springfield, MA 01103 (413) 304-2690; ww.pwmgllc.com
UMASSFIVE FINANCIAL & INVESTMENT SERVICES, AVAILABLE THROUGH 22 CUSOFINANCIALSERVICES
200 Westgate Center Dr., Hadley, MA 01035 (413) 256-5500; www.umassfive.coop/fis
28 ACCARDIFINANCIALGROUP
85 Post Office Park, Wilbraham, MA 01095
(413) 596-5700; www.accardifinancialgroup.com
28 BALANCEROCKINVESTMENTGROUP 378 South St., Pittsfield, MA 01201
(413) 442-8190; www.balance-rock.com
28 GRENIERFINANCIALADVISOR
One Monarch Place, Suite 810, Springfield, MA 01144 (413) 736-6712; www.grenierfinancial.com
28 DAVIS FINANCIAL GROUP
10 Bay Road, Hadley, MA 01035
(413) 584-3098; www.davisfinancialgrp.com
Kevin O’Donnell
KarenCurran Molly Keegan
Amy Jamrog
Andrew Beaudry
Michael LeMay
Aimee Marden Dana Graham Cooper Cerulo
Joe Accardi
Dave Milligan
Patricia Grenier
Lou Davis
Stocks; bonds; wealth management; managed money; insurance; annuities; college planning; long-term insurance; 401 (k); financial planning
Independent financial guidance and planning
Fee-based financial planning; wealth management: IRA, 401(k), trust, college funds, and taxable portfolios; portfolio analysis and asset-allocation recommendations; disability income, life and long- term-care insurance analysis; estate and tax strategies; college funding strategies and 529 savings plan recommendations; retirement-income planning; employee-benefit analysis
Fee-based retirement and estate planning for businesses and individuals; investment planning for wrap investment programs; portfolios by design; separate accounts; private money managers
Investment management; financial and estate-planning services; business and individual retirement plans
Comprehensive financial planning to help reach major milestones and meet life goals; retirement planning and rollovers; investment management; college planning; socially responsible investing; life and long-term- care insurance
Investment review; retirement investing; bucket strategy
Full-service investment firm focusing on asset-management and retirement-income planning for individual investors and small businesses
Full-service financial planning and investments with emphasis on managing life-changing events
Comprehensive, fee-based financial planning; wealth management; retirement savings and income strategies; college savings; life, disability, and long-term-care insurance for individuals, families, and business owners; investments
PLAN
Doing things which require commitment and effort says a lot about you. Our commitment and effort to help clients achieve their financial goals has long been part of who we are since day one.
The goals and challenges in life vary in size and scale. Hence, our planning process is one of collaboration, trust, caution, optimism, among other details. Having a plan helps mitigate uncertainty and doubt. It helps clear a path for our journey together.
1500 Main Street Springfield, MA 01115 T: 413-733-5111 F: 413-747-0848
stgermaininvestments.com Member SEC, FINRA, SiPC
BusinessWest
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