Page 36 - BusinessWest 2022 Resource Guide

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FINANCIAL SERVICES/BROKERAGE FIRMS
RANKED BY NUMBER OF LICENSED BROKERS IN WESTERN MASS.
27 CURRANANDKEEGANFINANCIAL
48 Round Hill Road, Suite 2, Northampton, MA 01060 (413) 570-4188; www.currankeegan.com
27 DELISOFINANCIALANDINSURANCESERVICES 540 Meadow St. Ext., Suite 108, Agawam, MA 01001 (413) 785-1100; www.delisofinancialservices.com
27 FOLEYCONNELLYFINANCIALPARTNERS 37 Elm St., West Springfield, MA 01089 (413) 214-7474; www.foleyconnelly.com
27 HAVICANWEALTHSTRATEGIES
95 Post Office Park, Wilbraham, MA 01095
(413) 596-8803; www.havicanwealthstrategies.com
27 KEYINVESTMENTSERVICES,KEYBANKN.A. 225 Park Ave., West Springfield, MA 01080 (413) 747-1432; www.key.com
KarenCurran Molly Keegan
Jean Deliso
Brian Foley
Richard Havican
Nina Monerief
Independent financial guidance and planning
Comprehensive financial planning and investments; retirement, business, and estate planning offering life, annuities, disability, long-term care, corporate benefit plans, 401(k) plans, Simple IRAs, and fee-for-service
Financial, retirement, and estate planning; investments and insurance; employee benefits
Risk planning; retirement planning; charitable planning; estate planning; tax planning; social security and medicare planning
DAVIS FINANCIAL GROUP
10 Bay Road, Hadley, MA 01035
(413) 584-3098; www.davisfinancialgrp.com
FCU INVESTMENT SERVICES
1976 Main St., Springfield, MA 01103 (413) 505-5724; www.fcuinvestments.coop
FSB FINANCIAL GROUP
85 Main St., Florence, MA 01062 (413) 587-1786; www.fsbfg.com
HORIZON INVESTMENT MANAGEMENT GROUP
10 Crane Ave., East Longmeadow, MA 01028 (413) 525-3210; www.horizonimg.com
ONE SOURCE FINANCIAL GROUP INC.
P.O. Box 730, Suffield, CT 06078 (413) 759-0000; www.osfgroup.com
COMPANY
LICENSED BROKERS IN W.MASS.
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BRANCH MANAGER
Lou Davis
Jack Vadnais Michael Johnson
Adam Kittridge
Ronald Briggs
Robert Berriman
Financial planning; estate planning; college savings plans; custodial accounts; mutual funds and annuities; long-term-care and disability-income insurance; life insurance
Estate planning; risk management; business planning; taxation; retirement planning; accummulation
Full-service brokerage firm, specializing in portfolio management and asset-allocation strategies
Full-service wealth, investment, fiduciary services
SERVICES
Comprehensive, fee-based financial planning; wealth management; retirement savings and income strategies; college savings; life, disability, and long-term-care insurance for individuals, families, and business owners; investments
Investment programs; retirement-plan services; full-plan administration services; business planning; employee benefits
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When You Partner With Us You Partner With a Team of Experience and Insight.
We Focus on a Personalized Approach to Provide Financial Peace of Mind.
Jean M. Deliso, CFP®
Financial and Insurance Services
B (413) 785-1100 • www.delisofinancialservices.com
540 Meadow St. Ext. • Suite 108 • Agawam, MA 01001
Financial Planning Services are offered through Eagle Strategies LLC. Eagle Strategies and NYLIFE Securities are New York Life companies. Deliso Financial and Insurance Services is not owned or operated by Eagle Strategies, NYLIFE Securities LLC or any of their affiliates.
Financial Adviser, Eagle Strategies LLC, A Registered Investment Adviser. Registered Representative
NYLIFE Securities LLC,
Member FINRA/SIPC,
A Licensed Insurance Agency.
PLANNING u INSURANCE u INVESTMENTS
34 RESOURCE GUIDE 2022
FINANCIAL SERVICES
BusinessWest