Page 38 - 2021 BusinessWest Resource Guide

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COMPANY
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FINANCIAL SERVICES/BROKERAGE FIRMS
RANKED BY NUMBER OF LICENSED BROKERS IN WESTERN MASS.
ROBERT L. STERN FINANCIAL SERVICES
433 West St., Suite 7, Amherst, MA 01002 (413) 253-8989; www.rlsternfinancial.com
STREETLIGHT FINANCIAL, LLC
8 Main St., Florence, MA 01062
(413) 848-6020; www.streetlightfinancial.com
AMERIPRISE FINANCIAL
75 Post Office Park, Suite 5, Wilbraham, MA 01095 (413) 599-1775; www.ameripriseadvisors.com
EPSTEIN FINANCIAL SERVICES
12 Somers Road, East Longmeadow, MA 01028 (413) 224-3606; www.epsteinfinancial.com
FEDOR FINANCIAL GROUP
1252 Elm St., Suite 11, West Springfield, MA 01089 (413) 726-9044; www.fedorfinancial.com
INFINEX INVESTMENTS AT MONSON SAVINGS BANK
146 Main St., Monson, MA 01057
(413) 267-1342; www.monsonsavingsbank.com
LICENSED BROKERS IN W.MASS.
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BRANCH MANAGER
Nicholas Stern
Aaron Smith Mark Vaclavicek
Brian Costello
Charles Epstein
David Fedor
Paul Vegiard
SERVICES
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25 PENSION&BENEFITSASSOCIATESINC. 131 Wayside Ave., West Springfield, MA 01089 (413) 732-6773; www.pensionandbenefits.com
25 PIERCE&HAYESFINANCIALADVISORS
226 Russell St., Suite A, Hadley, MA 01035
(413) 376-4697; www.ameripriseadvisors.com/philip.hayes
25 RENAISSANCEADVISORYSERVICES,LLC 733 Chapin St., Suite 202, Ludlow, MA 01056 (413) 589-1400; www.renadvisorysvcs.com
25 SEELEYCAPITAL
1500 Main St., Suite 1502, Springfield, MA 01115 (413) 739-0101; www.seeleycapital.com
25 TROMBLEYASSOCIATESINVESTMENT&RETIREMENTPLANNING 85 Post Office Park, Suite 8524, Wilbraham, MA 01095
(413) 596-6992; www.trombleyassociates.com
47 CORRIDAN&CO.
521 Grattan St., Chicopee, MA 01020 (413) 315-8220
47 ERNSTFINANCIALGROUP
180 Denslow Road, East Longmeadow, MA 01028 (413) 525-5511; www.ernstfinancial.com
47 HOMETOWNWEALTHMANAGEMENT 36 Main St., Easthampton, MA 01027 (413) 529-1901; www.hometownwm.com
KATHLEEN COLLINS WEALTH MANAGEMENT
47 150 Main St., Suite 16, Northampton, MA 01060 (413) 727-8764
www.kcollinswealth.com
Michael Shea Mark Shea
Philip Hayes
Werner Maiwald
Wil Nicholson
Michael Trombley
Brian Corridan
John Ernst
Kristine Koczajowski
Kathleen Collins
Corporate retirement plans; individual retirement solutions; financial planning; estate planning; risk management
Full-service retirement and financial-planning practice, supporting families on their financial journeys
Independent advisory services; portfolio management; retirement planning; risk management services; pension services; income distribution services; fixed income accounts
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
Full service financial planning and investments; 401k plans; annuities; insurance
Full-service brokerage firm specializing in stocks, bonds, mutual funds, IRAs, 401(k) rollovers
Individual and company/corporate-sponsored retirement plans; wealth management
Mutual funds; variable and fixed annuities; disability, long-term, and life insurance; fee-based accounts
Investment management; retirement planning; estate planning; risk management; asset protection; life insurance; college planning
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ONE SOURCE FINANCIAL GROUP INC.
P.O. Box 730, Suffield, CT 06078 (413) 759-0000; www.osfgroup.com
PEOPLESWEALTH ADVISORY GROUP
1936 Memorial Dr., Chicopee, MA 01020 (413) 493-7446; www.bankatpeoples.com
PRIVATE WEALTH MANAGEMENT GROUP
1350 Main St., Suite 1008, Springfield, MA 01103 (413) 304-2690; ww.pwmgllc.com
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Robert Berriman
Kevin Manghan Jarrod Liebel
Matt Landon
Investment programs; retirement-plan services; full-plan administration services; business planning; employee benefits
Full-service financial planning; retirement and estate planning
Investment management; financial and estate-planning services; business and individual retirement plans
Risk management; business planning; taxation; retirement planning; accummulation; wealth management
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
Estate planning; tax planning; retirement planning
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
Customizable fee-based retirement planning; investment management; long-term care; life insurance; annunities; charitable-giving strategies
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
36 RESOURCE GUIDE 2021
FINANCIAL SERVICES
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