Page 25 - BusinessWest 2024 Book of Lists

FINANCIAL SERVICES/BROKERAGE FIRMS RANKED BY NUMBER OF LICENSED BROKERS IN WESTERN MASS.
COMPANY
LICENSED BROKERS IN W.MASS.
3
3
BRANCH MANAGER
SERVICES
3
2
2
2
2
2
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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
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
Andrew Beaudry
Michael LeMay
Aimee Marden Dana Graham Cooper Cerulo
Joe Accardi
Dave Milligan
Patricia Grenier
Lou Davis
Jean Deliso
Jack Vadnais
Adam Kittridge
Richard Havican David Havican
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
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
BusinessWest
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