Page 35 - BusinessWest 2022 Resource Guide

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BERKSHIREBANC INVESTMENT SERVICES
66 West St., Pittsfield, MA 01201
(413) 236-3166; www.berkshirebancinvestment.com
21 GSBINVESTMENTS&INSURANCE
400 Main St., Greenfield, MA 01302
(413) 775-8230; www.greenfieldsavings.com
21 PRIVATEFINANCIALDESIGNLLC
87 Willimansett St., South Hadley, MA 01075 (413) 552-3669; www.privatefinancialdesign.com
UMASSFIVE FINANCIAL & INVESTMENT SERVICES, AVAILABLE THROUGH 21 CUSOFINANCIALSERVICES
200 Westgate Center Dr., Hadley, MA 01035 (413) 256-5500; www.umassfive.coop/fis
27 BALANCEROCKINVESTMENTGROUP 378 South St., Pittsfield, MA 01201
(413) 442-8190; www.balance-rock.com
Mary Pomeroy
Andrew Beaudry
Aimee Marden Dana Graham Cooper Cerulo
Dave Milligan
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
Comprehensive financial planning to help reach major milestones and meet life goals; retirement planning and rollovers; investment management; college planning; socially responsible investing; life and long-term-care insurance
Full-service investment firm focusing on asset-management and retirement-income planning for individual investors and small businesses
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ODYSSEY WEALTH MANAGEMENT GROUP, LLC
175 State St., Suite 2B, Belchertown, MA 01007 (413) 213-0748; www.odysseywealthmgt.com
PRIVATE WEALTH MANAGEMENT GROUP
1350 Main St., Suite 1008, Springfield, MA 01103 (413) 304-2690; ww.pwmgllc.com
ACCARDI FINANCIAL GROUP
85 Post Office Park, Wilbraham, MA 01095
(413) 596-5700; www.accardifinancialgroup.com
GRENIER FINANCIAL ADVISOR
One Monarch Place, Suite 810, Springfield, MA 01144 (413) 736-6712; www.grenierfinancial.com
BusinessWest
FINANCIAL SERVICES
RESOURCE GUIDE 2022 33
COMPANY
FINANCIAL SERVICES/BROKERAGE FIRMS
RANKED BY NUMBER OF LICENSED BROKERS IN WESTERN MASS.
LICENSED BROKERS IN W.MASS.
3
3
3
3
3
3
2
2
2
BRANCH MANAGER
Kevin O’Donnell
Wayne Proulx
Michael LeMay
Joe Accardi
Patricia Grenier
SERVICES
Stocks; bonds; wealth management; managed money; insurance; annuities; college planning; long-term insurance; 401 (k); financial planning
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
Investment management; financial and estate-planning services; business and individual retirement plans
Investment review; retirement investing; bucket strategy
Full-service financial planning and investments with emphasis on managing life-changing events
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