Page 35 - 2021 BusinessWest Resource Guide

FINANCIAL SERVICES/BROKERAGE FIRMS
RANKED BY NUMBER OF LICENSED BROKERS IN WESTERN MASS.
19
21
21
25
BERKSHIREBANC INVESTMENT SERVICES
66 West St., Pittsfield, MA 01201
(413) 236-3166; www.berkshirebancinvestment.com
ODYSSEY WEALTH MANAGEMENT GROUP, LLC
175 State St., Suite 2B, Belchertown, MA 01007 (413) 213-0748; www.odysseywealthmgt.com
ACCARDI FINANCIAL GROUP
85 Post Office Park, Wilbraham, MA 01095
(413) 596-5700; www.accardifinancialgroup.com
COMPANY
LICENSED BROKERS IN W.MASS.
4
4
3
3
3
3
2
2
BRANCH MANAGER
19 WELLSFARGOADVISORS
1350 Main St., Springfield, MA 01103
(413) 788-6111; www.wellsfargoadvisors.com
GSB INVESTMENTS & INSURANCE
21 400 Main St., Greenfield, MA 01302
108 North Pleasant St., Amherst, MA 01002 (413) 775-8230; www.greenfieldsavings.com
21 PRIVATEFINANCIALDESIGNLLC
87 Willimansett St., South Hadley, MA 01075 (413) 552-3669; www.privatefinancialdesign.com
25 BALANCEROCKINVESTMENTGROUP 378 South St., Pittsfield, MA 01201
(413) 442-8190; www.balance-rock.com
Thomas Manzi
Matthew Sheridan
Andrew Beaudry
Dave Milligan
Full-service brokerage firm; stocks, bonds, annuities, mutual funds, and insurance products; fee-based advisory accounts and financial planning
Comprehensive financial planning; investment and retirement planning; college planning; annuities; stocks and bonds; life and long-term-care insurance
Fee-based retirement and estate planning for businesses and individuals; investment planning for wrap investment programs; portfolios by design; separate accounts; private money managers
Full-service investment firm focusing on asset-management and retirement-income planning for individual investors and small businesses
Continued on page 32 >>
Trevor Forbes
SERVICES
RENAISSANCE INVESTMENT GROUP, LLC
55 Pittsfield Road, Suite 1-A, Lenox, MA 01240 (413) 445-2481; www.rigllc.com
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
Kevin O’Donnell
Stocks; bonds; wealth management; managed money; insurance; annuities; college planning; long-term insurance; 401 (k); financial planning
Wayne Proulx
Comprehensive financial planning and wealth management for individuals and small businesses; brokerage and investment-advisory services; financial planning; retirement income planning; college planning; estate planning; stocks; bonds; life insurance; mutual funds; annuities; long-term care; alternative investments; employee benefits; 401(k) plans; SIMPLE, SEP, traditional, and Roth IRAs; rollovers from qualified plans; offices in Belchertown and East Brookfield
Joe Accardi
Investment review; retirement investing; bucket strategy
JOE MALMBORG
Principal Financial Advisor 413.297.6074
“The two most important days in your life are the day you were born and the day you find out why.”
-Mark Twain
Every time we help a client feel more comfortable about their retirement, we know why we were born.
Call us...
We’ll make you comfortable with your retirement planning!
131 Wayside Avenue West Springfield, Ma 01089
413.297.6074 | WWW.MALMBORGWEALTH.COM
Securities and Advisory Services offered through Commonwealth Financial Network. Member FINRA, SIPC, A Registered Investment Adviser
FINANCIAL SERVICES
RESOURCE GUIDE 2021 33
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