Page 28 - 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
TROMBLEY ASSOCIATES INVESTMENT & RETIREMENT PLANNING
85 Post Office Park, Suite 8524, Wilbraham, MA 01095
(413) 596-6992; www.trombleyassociates.com
2 Michael Trombley Full service financial planning and investments; 401k plans; annuities; insurance
47
AMERIPRISE FINANCIAL
75 Post Office Park, Suite 5, Wilbraham, MA 01095
(413) 599-1775; www.ameripriseadvisors.com
1 Brian Costello Estate planning; tax planning; retirement planning
47
EPSTEIN FINANCIAL SERVICES
12 Somers Road, East Longmeadow, MA 01028
(413) 224-3606; www.epsteinfinancial.com
1 Charles Epstein Family CFO solutions; retirement, estate, and trust planning; corporate 401(k); benefits plans; rollovers and
employee education; life, disability, and long-term-care insurance; annuities; investments; fee-for-service
47
ERNST FINANCIAL GROUP
180 Denslow Road, East Longmeadow, MA 01028
(413) 525-5511; www.ernstfinancial.com
1 Amy Santarelli Individual and company/corporate-sponsored retirement plans; wealth management
47
FEDOR FINANCIAL GROUP
1252 Elm St., Suite 11, West Springfield, MA 01089
(413) 726-9044; www.fedorfinancial.com
1 David Fedor Customizable fee-based retirement planning; investment management; long-term care; life insurance;
annunities; charitable-giving strategies
47
HOMETOWN WEALTH MANAGEMENT
36 Main St., Easthampton, MA 01027
(413) 529-1901; www.hometownwm.com
1 Kristine
Koczajowski Mutual funds; variable and fixed annuities; disability, long-term, and life insurance; fee-based accounts
47
OSAIC INSTITUTIONS INC. AT MONSON SAVINGS BANK
146 Main St., Monson, MA 01057
(413) 267-1342; www.monsonsavingsbank.com
1 Paul Vegiard Financial planning and investments; annuities; structured CDs; mutual funds; stocks; bonds; life insurance;
long-term-care insurance; disability insurance; 529 plans; employer-sponsored retirement plans
47
KATHLEEN COLLINS WEALTH MANAGEMENT
150 Main St., Suite 16, Northampton, MA 01060
(413) 727-8764
www.kcollinswealth.com
1 Kathleen Collins Investment management; retirement planning; estate planning; risk management; asset protection; life
insurance; college planning
47
MALMBORG WEALTH CONSULTING GROUP
131 Wayside Ave., West Springfield, MA 01089
(413) 297-6074; www.malmborgwealth.com
1 Joe Malmborg Consultative financial planning; wealth advisory and management; insurance; fee for service for individuals
and small-business owners
47
MARTINELLI PORTFOLIO MANAGEMENT INC.
1441 Main St., Suite 905, Springfield, MA 01103
(413) 317-7274; www.martinelliportfolios.com
1 Gary Martinelli Designs and manages investment portfolios for individuals and families and their retirement plans, trusts,
and small-business entities
47
MOORS & CABOT INC.
One Financial Plaza, 1350 Main St., Suite 1510, Springfield, MA 01103
(413) 733-5232; www.moorscabot.com
1 James Vinick Full-service wealth management firm; financial planning; stocks; bonds; life insurance; retirement planning;
mutual funds; annuities; other insurance products; private consulting
47 PETTENGILL FINANCIAL SERVICES, LLC
460 Newton St., South Hadley, MA 01075
(413) 532-8800
1 David Pettengill Wealth management; financial planning; retirement; executive and employee benefits; life, disability, and
long-term-care insurance; annuities
47
PNCU FINANCIAL SERVICES
46 Main St., Chicopee, MA 01020; (413) 693-0273
2002 Boston Road, Wilbraham, MA 01095; (413) 333-5047
www.pncu.com
1 Christopher Casale Retirement; financial planning; college education; life and long-term-care insurance; mutual funds; stocks,
bonds, and annuities
47
PROSPERITEA PLANNING
3 Grinnell St., Greenfield, MA 01301
(413) 829-4832; www.prosperiteaplanning.com
1 Wendy Marsden
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
47 RAMON FINANCIAL SERVICES, LLC
217 Greenfield Road, South Deerfield, MA 01373
(413) 665-3932; www.ramonfinancial.com
1 Matthew Ramon Investment advisory and brokerage services; retirement planning; income-tax planning; estate planning;
wealth management; life and long-term-care insurance; 401k plans; SIMPLE IRAs
61
TRUST COMPANY OF VERMONT
86 Linden St., Brattleboro, VT 05301
(802) 275-0047; www.tcvermont.com
0 Chris Cassidy Personalized investment management; trust and estate administration; estate planning; IRA; financial and
retirement planning
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