Page 26 - 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
28
ACCARDI FINANCIAL GROUP
85 Post Office Park, Wilbraham, MA 01095
(413) 596-5700; www.accardifinancialgroup.com
2 Joe Accardi Investment review; retirement investing; bucket strategy
28
BALANCE ROCK INVESTMENT GROUP
378 South St., Pittsfield, MA 01201
(413) 442-8190; www.balance-rock.com
2 Dave Milligan Full-service investment firm focusing on asset-management and retirement-income planning for individual
investors and small businesses
28
GRENIER FINANCIAL ADVISOR
One Monarch Place, Suite 810, Springfield, MA 01144
(413) 736-6712; www.grenierfinancial.com
2 Patricia Grenier Full-service financial planning and investments with emphasis on managing life-changing events
28
DAVIS FINANCIAL GROUP
10 Bay Road, Hadley, MA 01035
(413) 584-3098; www.davisfinancialgrp.com
2 Lou Davis
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
28
DELISO FINANCIAL AND INSURANCE SERVICES
540 Meadow St. Ext., Suite 108, Agawam, MA 01001
(413) 785-1100; www.delisofinancialservices.com
2 Jean Deliso 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
28
FCU INVESTMENT SERVICES
959 Springfield St., Feeding Hills, MA 01030
(413) 505-5724; www.fcuinvestments.coop
2 Jack Vadnais Financial planning; estate planning; college savings plans; custodial accounts; mutual funds and annuities;
long-term-care and disability-income insurance; life insurance
28
FSB FINANCIAL GROUP
85 Main St., Florence, MA 01062
(413) 587-1786; www.fsbfg.com
2 Adam Kittridge Estate planning; risk management; business planning; taxation; retirement planning; accummulation
28
HAVICAN WEALTH STRATEGIES
95 Post Office Park, Wilbraham, MA 01095
(413) 596-8803; www.havicanwealthstrategies.com
2 Richard Havican
David Havican
Risk planning; retirement planning; charitable planning; estate planning; tax planning; social security and
medicare planning
28
HORIZON INVESTMENT MANAGEMENT GROUP
10 Crane Ave., East Longmeadow, MA 01028
(413) 525-3210; www.horizonimg.com
2 Ronald Briggs Full-service brokerage firm, specializing in portfolio management and asset-allocation strategies
Integrity. Experience. Commitment.
Integrity. Experience. Commitment.
Integrity. Experience. Commitment.
535 East Street, Ludlow, MA 01056 1252 Elm Street, Suite 28, West Springfield, MA 01089
413.589.1500 www.PVFinancial.com
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products
and services are separate from and not offered through Commonwealth Financial Network®.
24 << FINANCIAL SERVICES >>
2025 BOOK OF LISTS
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