Page 27 - 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 KEY INVESTMENT SERVICES, KEYBANK N.A.
225 Park Ave., West Springfield, MA 01080
(413) 747-1432; www.key.com
2 Nina Monerief Full-service wealth, investment, fiduciary services
28
NAPATREE CAPITAL
734 Longmeadow St., Longmeadow, MA 01106
(401) 868-1115; www.napatreecapital.com
2 Jeffrey Liguori
Matthew Landon Wealth management; investment mangement for endowments; retirement-plan advisory
28
ONE SOURCE FINANCIAL GROUP INC.
P.O. Box 730, Suffield, CT 06078
(413) 759-0000; www.osfgroup.com
2 Robert Berriman Investment programs; retirement-plan services; full-plan administration services; business planning;
employee benefits
28
PENSION & BENEFITS ASSOCIATES INC.
131 Wayside Ave., West Springfield, MA 01089
(413) 732-6773; www.pensionandbenefits.com
2 Michael Shea
Mark Shea
Corporate retirement plans; individual retirement solutions; financial planning; estate planning; risk
management; wealth management
28
PEOPLESWEALTH ADVISORY GROUP
1936 Memorial Dr., Chicopee, MA 01020
(413) 493-7446; www.bankatpeoples.com
2 Jarrod Liebel Full-service financial planning; retirement and estate planning
28
PIERCE & HAYES FINANCIAL ADVISORS
226 Russell St., Suite A, Hadley, MA 01035
(413) 376-4697; www.ameripriseadvisors.com/philip.hayes
2 Philip Hayes
Paul Pierce Full-service retirement and financial-planning practice, supporting families on their financial journeys
28
ROBERT L. STERN FINANCIAL SERVICES
433 West St., Suite 7, Amherst, MA 01002
(413) 253-8989; www.rlsternfinancial.com
2 Nicholas Stern Risk management; business planning; taxation; retirement planning; accummulation; wealth management
28
SEELEY CAPITAL MANAGEMENT
200 North Main St., Suite 1203, East Longmeadow, MA 01028
(877) 683-7147; www.seeleycapital.com
2 Wil Nicholson
Cash management and investments; retired planning and 401(k)s; stocks; bonds; mutual funds; 529 college
savings plan; insurance and annuities; trust services; comprehensive settlement valuation; mediation
support; personalized needs analysis and structured settlement design; term life insurance; permanent life
insurance; care insurance
28 STREETLIGHT FINANCIAL, LLC
8 Main St., Florence, MA 01062
(413) 848-6020; www.streetlightfinancial.com
2 Aaron Smith
Mark Vaclavicek
Full-service individual and/or business strategies; life insurance, short- and long-term disability insurance;
annuities; investments; family protection; employee benefits; executive benefit strategies; retirement-
income strategies, wealth-management strategies
There’s Banking,
and There’s Better
• Commercial Real Estate Loans • SBA and Term Loans
• Business Lines of Credit • Business Savings and Checking Accounts
• Cash Management Services
Just what you need us to be.
Freedom is yours.
Visit us at Freedom.coop or call today (800) 821-0160.
Freedom Credit Union is federally insured by the National Credit Union Administration (NCUA). Shares and deposits in excess of NCUA limits are fully insured by the Massachusetts Credit Union Share
Insurance Corporation (MSIC). Equal housing lender. NMLS #478769.
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2025 BOOK OF LISTS 25