Page 25 - 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
COMPANY
LICENSED
BROKERS IN
W.MASS.
BRANCH
MANAGER SERVICES
16
THE WEALTH TECHNOLOGY GROUP
130 Southampton Road, Westfield, MA 01085
(800) 266-6793; www.wealthtechnology.com
5 Gary Thomas
Specializes in helping clients implement tax and investment strategies for their secure retirement, asset
protection, and legacy planning; Gary Thomas is a tax lawyer and an independent financial advisor who
maintains a fiduciary standard
20 RENAISSANCE INVESTMENT GROUP, LLC
45 Walker St., Suite 1-A, Lenox, MA 01240
(413) 445-2481; www.rigllc.com
4 Trevor Forbes
SEC-registered independent investment advisory firm; highly personalized investment and financial
counseling to individuals, families, foundations, endowments, and executive pension plans; investment in
individual equities and bonds; customized portfolios (ESG/SRI options available); estate and tax planning;
comprehensive wealth-management services
20
WEST BRANCH CAPITAL LLC
9 Research Dr., Suite 1, Amherst, MA 01004
(413) 256-1225; www.westbranchcapital.com
4 Ayaz Mahmud Independent, fee-only, minority-owned, SEC-registered investment adviser; holistic wealth management
and financial planning
22
BERKSHIREBANC INVESTMENT SERVICES
66 West St., Pittsfield, MA 01201
(413) 236-3166; www.berkshirebancinvestment.com
3 Kevin O’Donnell Stocks; bonds; wealth management; managed money; insurance; annuities; college planning; long-term
insurance; 401 (k); financial planning
22
CURRAN AND KEEGAN FINANCIAL
104 Middle St., Hadley, MA 01035
(413) 570-4188; www.currankeegan.com
3 Karen Curran
Molly Keegan Independent financial guidance and planning
22
THE JAMROG GROUP
330 Whitney Ave., Suite 620, Holyoke, MA 01040
(413) 539-2000; www.jamrog.group
3 Amy Jamrog
Fee-based financial planning; wealth management: IRA, 401(k), trust, college funds, and taxable
portfolios; portfolio analysis and asset-allocation recommendations; disability income, life and long-
term-care insurance analysis; estate and tax strategies; college funding strategies and 529 savings plan
recommendations; retirement-income planning; employee-benefit analysis
22
PARAMOUNT WEALTH MANAGEMENT GROUP
450 Memorial Dr., Suite 407, Chicopee, MA 01020
(413) 304-2690; www.pwmgllc.com
3 Michael LeMay Fee-based retirement and estate planning for businesses and individuals; investment planning for wrap
investment programs; portfolios by design; separate accounts; private money managers
22
PRIVATE WEALTH MANAGEMENT GROUP
87 Willimansett St., South Hadley, MA 01075
(413) 552-3669; www.privatefinancialdesign.com
3 Andrew Beaudry Investment management; financial and estate-planning services; business and individual retirement plans
22
UMASSFIVE FINANCIAL & INVESTMENT SERVICES, AVAILABLE THROUGH
CUSO FINANCIAL SERVICES
200 Westgate Center Dr., Hadley, MA 01035
(413) 256-5500; www.umassfive.coop/fis
3
Aimee Marden
Dana Graham
Sam Einzig
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
Sooner Rather than Later
How you plan today can impact your tomorrow. It helps
having advisors working in your best interests, one who
can navigate through the complexities and nuances that at
times, can be overwhelming for most of us.
Together we’ll craft a plan designed to meet your goals.
We’d like to hear your story, and that starts with a
conversation.
To learn more, please call Patricia M. Matty,AIF® at
413-733-5111.
1500 Main Street
Springfield, MA 01115
(413) 733-5111
www.stgermaininvestments.com
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2025 BOOK OF LISTS 23