Page 34 - 2021 BusinessWest Resource Guide

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FINANCIAL SERVICES/BROKERAGE FIRMS
RANKED BY NUMBER OF LICENSED BROKERS IN WESTERN MASS.
GAGE-WILEY & CO. INC.
120 King St., Northampton, MA 01060 (413) 584-9121; www.gagewiley.com
11 STIFEL
167 Dwight Road, Suite 301, Longmeadow, MA 01106 (413) 565-8100; www.stifel.com
14 WESTBRANCHCAPITALLLC
9 Research Dr., Suite 1, Amherst, MA 01004 (413) 256-1225; www.westbranchcapital.com
15 HARTPATTERSONFINANCIALGROUP
19 Research Dr., Amherst, MA 01002; (413) 253-9454 www.hartpatterson.com
15 THEWEALTHTECHNOLOGYGROUP 130SouthamptonRoad,Westfield,MA 01085 (800) 266-6793; www.wealthtechnology.com
William Hadden III
Ayaz Mahmud
Vikki Lenhart
GaryThomas
National, regional broker dealer; full-service investment advice; 400 offices worldwide
Fee-only, SEC-registered investment advisers; fiduciary; retirement and financial planners
Investment management; retirement planning; insurance; charitable planning
Specializesinhelpingclientsimplementtaxandinvestmentstrategiesfortheirsecureretirement,asset protection,andlegacyplanning;GaryThomasisataxlawyerandanindependentfinancialadvisorwho maintains a fiduciary standard
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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
DOWD FINANCIAL SERVICES
14 Bobala Road, Holyoke, MA 01040 (413) 538-7444; www.dowd.com
THE NATHAN AGENCIES/AMHERST FINANCIAL SERVICES
20 Gatehouse Road, Amherst, MA 01002 (413) 253-5555; www.nathanagencies.com
COMPANY
LICENSED BROKERS IN W.MASS.
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BRANCH MANAGER
Christopher Milne
Edward Sokolowski
Jon Lumbra
Christian Sulmasy
SERVICES
Comprehensive wealth management; independent brokerage and investment-advisory services; retirement, estate, and financial planning; life and long-term-care insurance
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
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
Comprehensive financial and retirement planning; wealth management and investments including ESG and SRI; life, disability, long-term-care, and health insurance; college savings
INTRODUCING
INTRODUCING
Talking money can be challenging.
But don’t fret, the advisors on our PV Navigator team will set you on a path to financial literacy, savvy saving, debt management, and investment strategy.
WWW.PVNAV.COM
535 East Street, Ludlow, MA 01056 1252 Elm Street, Suite 28, West Springfield, MA 01089 413.589.1500
Securities and Advisory Services offered through Commonwealth Financial Network. Member FINRA/SIPC.
A Registered Investment Advisor. Fixed insurance products and services offered through CES Insurance Agency.
32 RESOURCE GUIDE 2021
FINANCIAL SERVICES
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