Page 24 - BusinessWest 2025 Book of Lists

FINANCIAL SERVICES/BROKERAGE FIRMS RANKED BY NUMBER OF LICENSED BROKERS IN WESTERN MASS.
This List is Sponsored by: NBT Bank www.nbtbank.com
>>Continued
from page 20
COMPANY
LICENSED
BROKERS IN
W.MASS.
BRANCH
MANAGER SERVICES
10 CHASE, CLARK, STEWART AND FONTANA
59 Bobala Road, Holyoke, MA 01040
(413) 788-4531; www.chaseins.com
11 Raymond Lukas Personal; commercial; life; financial services; retirement planning; employee benefits
10
PV FINANCIAL GROUP
535 East St., Ludlow, MA 01056; (413) 589-1500
1252 Elm St., Suite 28, West Springfield, MA 01089; (413) 363-9265
www.pvfinancial.com
11 Edward
Sokolowski
Independent financial services, wealth management and consulting firm; retirement planning; stock and
bond trading; mutual funds; real-estate investment trusts; alternative investments; fixed and variable
annuities; 401(k) plans and rollovers; 403(b) plans; Roth and traditional IRAs; rollovers from qualified plans;
insurance (life, home, casualty, long-term care); estate-planning services
12
FOLEY CONNELLY FINANCIAL PARTNERS
37 Elm St., West Springfield, MA 01089
(413) 214-7474; www.foleyconnelly.com
10 Brian Foley Financial, retirement, and estate planning; investments and insurance; employee benefits; home, auto, and
business insurance
12
GAGE-WILEY & CO. INC.
120 King St., Northampton, MA 01060
(413) 584-9121; www.gagewiley.com
10 Christopher Milne Comprehensive wealth management; independent brokerage and investment-advisory services; retirement,
estate, and financial planning; life and long-term-care insurance
12
STIFEL
1699 King St., Suite 401, Enfield, CT 06082
(413) 565-8100; www.stifel.com
10 William Hadden III National, regional broker dealer; full-service investment advice; 400 offices worldwide
15
WELLS FARGO ADVISORS
330 Whitney Ave., Suite 700, Holyoke, MA 01040
(413) 755-1167; www.wellsfargoadvisors.com
7 Karen Donolly Full-service brokerage firm; stocks, bonds, annuities, mutual funds, and insurance products; fee-based
advisory accounts and financial planning
16
DOWD FINANCIAL SERVICES
14 Bobala Road, Holyoke, MA 01040
(413) 538-7444; www.dowd.com
5 Jon Lumbra
Employee benefits (group health, dental, disability, and life); 401(k) (multi-vendor platforms); buy-sell
funding; non-qualified key-executive deferred compensation; for individuals: investment-advisory and
brokerage services; annuities and insurance; wealth and estate planning; long-term care
16
HART PATTERSON FINANCIAL GROUP
19 Research Dr., Amherst, MA 01002; (413) 253-9454
www.hartpatterson.com
5 Vikki Lenhart Investment management; retirement planning; insurance; charitable planning
16 THE NATHAN AGENCIES/AMHERST FINANCIAL SERVICES
20 Gatehouse Road, Amherst, MA 01002
(413) 253-5555; www.nathanagencies.com
5 Christian Sulmasy Comprehensive financial and retirement planning; wealth management and investments including ESG and
SRI; life, disability, long-term-care, and health insurance; college savings
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
CT
One Monarch Place, Suite 810
Springfield, MA 01144
413 736 6712
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.
22 << FINANCIAL SERVICES >>
2025 BOOK OF LISTS
BusinessWest