Page 27 - BusinessWest 2024 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
1
1
1
1
1
0
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
James Vinick
David Pettengill
Christopher Casale
Wendy Marsden
Matthew Ramon
Nola Kulig
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
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q $79 for 3 years THE BUSINESS JOURNAL OF WESTERN MASSACHUSETTS
413-781-8600 BusinessWest.com
grenierfinancial.com | Fax: 413 731 7268
Life’s a Journey.
Let us walk the road with you. It’s what we do.
Pat Grenier, Principal
RR, CFP®, MBA
[email protected]
MA One Monarch Place, Suite 810 Springfield, MA 01144
413 736 6712
CT 265 Main Street Wethersfield, CT 06109
860 721 7880
Securities and advisory services offered through Cadaret Grant & Co., Inc., an SEC Registered Investment Adviser and member FINRA/SIPC. Grenier Financial Advisors and Cadaret Grant are separate entities.
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