Page 27 - BusinessWest 2023 Book of Lists

FINANCIAL SERVICES/BROKERAGE FIRMS RANKED BY NUMBER OF LICENSED BROKERS IN WESTERN MASS.
COMPANY
LICENSED BROKERS IN W.MASS.
1
BRANCH MANAGER
SERVICES
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1
1
1
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47 MARTINELLIPORTFOLIOMANAGEMENTINC. 1441 Main St., Suite 905, Springfield, MA 01103 (413) 317-7274; www.martinelliportfolios.com
47 MOORS&CABOTINC.
One Financial Plaza, 1350 Main St., Suite 1510, Springfield, MA 01103 (413) 733-5232; www.moorscabot.com
47 PETTENGILLFINANCIALSERVICES,LLC 460 Newton St., South Hadley, MA 01075 (413) 532-8800
PNCU FINANCIAL SERVICES
47 46 Main St., Chicopee, MA 01020; (413) 693-0273
2002 Boston Road, Wilbraham, MA 01095; (413) 333-5047 www.pncu.com
47 PROSPERITEA PLANNING
3 Grinnell St., Greenfield, MA 01301
(413) 829-4832; www.prosperiteaplanning.com
47 RAMONFINANCIALSERVICES,LLC
217 Greenfield Road, South Deerfield, MA 01373 (413) 665-3932; www.ramonfinancial.com
61 KULIGFINANCIALADVISORS
734 Longmeadow St., Suite 300, Longmeadow, MA 01116
(413) 565-2839; www.kuligfinancial.com
Gary Martinelli
James Vinick
David Pettengill
Christopher Casale
Wendy Marsden
Matthew Ramon
Nola Kulig
Designs and manages investment portfolios for individuals and families and their retirement plans, trusts, and small-business entities
Full-service wealth management firm; financial planning; stocks; bonds; life insurance; retirement planning; mutual funds; annuities; other insurance products; private consulting
Wealth management; financial planning; retirement; executive and employee benefits; life, disability, and long-term-care insurance; annuities
Retirement; financial planning; college education; life and long-term-care insurance; mutual funds; stocks, bonds, and annuities
Fee-only, comprehensive financial services to clients under an annual retainer model which includes investment advising, tax planning, tax preparation, and comprehensive financial-planning services to individuals, estates, and occasionally small businesses
Investment advisory and brokerage services; retirement planning; income-tax planning; estate planning; wealth management; life and long-term-care insurance; 401k plans; SIMPLE IRAs
Finance planning; retirement planning; spending plans; college funding; asset management; 401(K) advice
grenierfifinancial.com | Fax: 413 731 7268
Life’s a Journey. L L e e t t u u s s w w a a l l k k t t h h e e r r o o a a d d w w i i t t h h y yo o u u . .
I I t t ’ ’s s w w h h a a t t w w e e d d o o . .
Pat Grenier, Principal
RR, CFP®, MBA [email protected]
MA
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