Page 26 - BusinessWest 2023 Book of Lists

FINANCIAL SERVICES/BROKERAGE FIRMS RANKED BY NUMBER OF LICENSED BROKERS IN WESTERN MASS.
COMPANY
LICENSED BROKERS IN W.MASS.
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BRANCH MANAGER
SERVICES
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28 DELISOFINANCIALANDINSURANCESERVICES 540 Meadow St. Ext., Suite 108, Agawam, MA 01001 (413) 785-1100; www.delisofinancialservices.com
28 FCUINVESTMENTSERVICES
959 Springfield St., Feeding Hills, MA 01030 (413) 505-5724; www.fcuinvestments.coop
28 FSBFINANCIALGROUP
85 Main St., Florence, MA 01062 (413) 587-1786; www.fsbfg.com
28 HAVICANWEALTHSTRATEGIES
95 Post Office Park, Wilbraham, MA 01095
(413) 596-8803; www.havicanwealthstrategies.com
28 HORIZONINVESTMENTMANAGEMENTGROUP 10 Crane Ave., East Longmeadow, MA 01028
(413) 525-3210; www.horizonimg.com
28 KEYINVESTMENTSERVICES,KEYBANKN.A. 225 Park Ave., West Springfield, MA 01080 (413) 747-1432; www.key.com
28 NAPATREECAPITAL
734 Longmeadow St., Longmeadow, MA 01106 (401) 868-1115; www.napatreecapital.com
28 ONESOURCEFINANCIALGROUPINC. P.O. Box 730, Suffield, CT 06078
(413) 759-0000; www.osfgroup.com
28 PENSION&BENEFITSASSOCIATESINC.
131 Wayside Ave., West Springfield, MA 01089 (413) 732-6773; www.pensionandbenefits.com
28 PEOPLESWEALTHADVISORYGROUP 1936 Memorial Dr., Chicopee, MA 01020 (413) 493-7446; www.bankatpeoples.com
28 PIERCE&HAYESFINANCIALADVISORS
226 Russell St., Suite A, Hadley, MA 01035
(413) 376-4697; www.ameripriseadvisors.com/philip.hayes
28 ROBERTL.STERNFINANCIALSERVICES 433 West St., Suite 7, Amherst, MA 01002 (413) 253-8989; www.rlsternfinancial.com
28 SEELEYCAPITAL
1500 Main St., Suite 1502, Springfield, MA 01115 (413) 739-0101; www.seeleycapital.com
28 STREETLIGHT FINANCIAL, LLC
8 Main St., Florence, MA 01062
(413) 848-6020; www.streetlightfinancial.com
28 TROMBLEYASSOCIATESINVESTMENT&RETIREMENTPLANNING 85 Post Office Park, Suite 8524, Wilbraham, MA 01095
(413) 596-6992; www.trombleyassociates.com
47 AMERIPRISEFINANCIAL
75 Post Office Park, Suite 5, Wilbraham, MA 01095 (413) 599-1775; www.ameripriseadvisors.com
47 EPSTEINFINANCIALSERVICES
12 Somers Road, East Longmeadow, MA 01028 (413) 224-3606; www.epsteinfinancial.com
47 ERNSTFINANCIALGROUP
180 Denslow Road, East Longmeadow, MA 01028 (413) 525-5511; www.ernstfinancial.com
47 FEDORFINANCIALGROUP
1252 Elm St., Suite 11, West Springfield, MA 01089 (413) 726-9044; www.fedorfinancial.com
47 HOMETOWNWEALTHMANAGEMENT 36 Main St., Easthampton, MA 01027 (413) 529-1901; www.hometownwm.com
47 INFINEXINVESTMENTSATMONSONSAVINGSBANK 146 Main St., Monson, MA 01057
(413) 267-1342; www.monsonsavingsbank.com
47 KATHLEENCOLLINSWEALTHMANAGEMENT 150 Main St., Suite 16, Northampton, MA 01060 (413) 727-8764; www.kcollinswealth.com
47 MALMBORGWEALTHCONSULTINGGROUP 131 Wayside Ave., West Springfield, MA 01089 (413) 297-6074; www.malmborgwealth.com
Jean Deliso
Jack Vadnais
Adam Kittridge
Richard Havican David Havican
Ronald Briggs
Nina Monerief
JeffreyLiguori Matthew Landon
Robert Berriman
Michael Shea Mark Shea
Jarrod Liebel
PhilipHayes Paul Pierce
Nicholas Stern
Wil Nicholson
Aaron Smith Mark Vaclavicek
Michael Trombley
Brian Costello
Charles Epstein
John Ernst
David Fedor
Kristine Koczajowski
Paul Vegiard
Kathleen Collins
Joe Malmborg
Comprehensive financial planning and investments; retirement, business, and estate planning offering life, annuities, disability, long-term care, corporate benefit plans, 401(k) plans, Simple IRAs, and fee-for-service
Financial planning; estate planning; college savings plans; custodial accounts; mutual funds and annuities; long-term-care and disability-income insurance; life insurance
Estate planning; risk management; business planning; taxation; retirement planning; accummulation
Risk planning; retirement planning; charitable planning; estate planning; tax planning; social security and medicare planning
Full-service brokerage firm, specializing in portfolio management and asset-allocation strategies
Full-service wealth, investment, fiduciary services
Wealth management; investment mangement for endowments; retirement-plan advisory
Investment programs; retirement-plan services; full-plan administration services; business planning; employee benefits
Corporate retirement plans; individual retirement solutions; financial planning; estate planning; risk management; wealth management
Full-service financial planning; retirement and estate planning
Full-service retirement and financial-planning practice, supporting families on their financial journeys
Risk management; business planning; taxation; retirement planning; accummulation; wealth management
Cash management and investments; retired planning and 401(k)s; stocks; bonds; mutual funds; 529 college savings plan; insurance and annuities; trust services; comprehensive settlement valuation; mediation support; personalized needs analysis and structured settlement design; term life insurance; permanent life insurance; care insurance
Full-service individual and/or business strategies; life insurance, short- and long-term disability insurance; annuities; investments; family protection; employee benefits; executive benefit strategies; retirement- income strategies, wealth-management strategies
Full service financial planning and investments; 401k plans; annuities; insurance
Estate planning; tax planning; retirement planning
Family CFO solutions; retirement, estate, and trust planning; corporate 401(k); benefits plans; rollovers and employee education; life, disability, and long-term-care insurance; annuities; investments; fee-for-service
Individual and company/corporate-sponsored retirement plans; wealth management
Customizable fee-based retirement planning; investment management; long-term care; life insurance; annunities; charitable-giving strategies
Mutual funds; variable and fixed annuities; disability, long-term, and life insurance; fee-based accounts
Financial planning and investments; annuities; structured CDs; mutual funds; stocks; bonds; life insurance; long-term-care insurance; disability insurance; 529 plans; employer-sponsored retirement plans
Investment management; retirement planning; estate planning; risk management; asset protection; life insurance; college planning
Consultative financial planning; wealth advisory and management; insurance; fee for service for individuals and small-business owners
24 2023 BOOK OF LISTS << FINANCIAL SERVICES >>
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