Page 38 - BusinessWest 2022 Resource Guide

FINANCIAL SERVICES/BROKERAGE FIRMS
RANKED BY NUMBER OF LICENSED BROKERS IN WESTERN MASS.
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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
MALMBORG WEALTH CONSULTING GROUP
131 Wayside Ave., West Springfield, MA 01089 (413) 297-6074; www.malmborgwealth.com
COMPANY
MOORS & CABOT INC.
One Financial Plaza, 1350 Main St., Suite 1510, Springfield, MA 01103 (413) 733-5232; www.moorscabot.com
PNCU FINANCIAL SERVICES
46 Main St., Chicopee, MA 01020
2002 Boston Road, Wilbraham, MA 01095 (413) 333-5047; www.pncu.com
RAMON FINANCIAL SERVICES, LLC
217 Greenfield Road, South Deerfield, MA 01373 (413) 665-3932; www.ramonfinancial.com
LICENSED BROKERS IN W.MASS.
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BRANCH MANAGER
SERVICES
27 PENSION&BENEFITSASSOCIATESINC. 131 Wayside Ave., West Springfield, MA 01089 (413) 732-6773; www.pensionandbenefits.com
27 PIERCE&HAYESFINANCIALADVISORS
226 Russell St., Suite A, Hadley, MA 01035
(413) 376-4697; www.ameripriseadvisors.com/philip.hayes
27 SEELEYCAPITAL
1500 Main St., Suite 1502, Springfield, MA 01115 (413) 739-0101; www.seeleycapital.com
27 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
47 MARTINELLIPORTFOLIOMANAGEMENTINC. 1441 Main St., Suite 905, Springfield, MA 01103 (413) 317-7274; www.martinelliportfolios.com
47 PETTENGILLFINANCIALSERVICES,LLC 460 Newton St., South Hadley, MA 01075 (413) 532-8800
47 PROSPERITEA PLANNING
3 Grinnell St., Greenfield, MA 01301
(413) 829-4832; www.prosperiteaplanning.com
62 KULIGFINANCIALADVISORS Longmeadow, MA 01116
(413) 565-2839; www.kuligfinancial.com
Michael Shea Mark Shea
Philip Hayes
Wil Nicholson
Michael Trombley
Brian Corridan
John Ernst
Kristine Koczajowski
Kathleen Collins
Gary Martinelli
David Pettengill
Wendy Marsden
Nola Kulig
Corporate retirement plans; individual retirement solutions; financial planning; estate planning; risk management; wealth management
Full-service retirement and financial-planning practice, supporting families on their financial journeys
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
Designs and manages investment portfolios for individuals and families and their retirement plans, trusts, and small-business entities
Wealth management; financial planning; retirement; executive and employee benefits; life, disability, and long- term-care insurance; annuities
Fee-only, comprehensive financial services to clients under an annual retainer model which includes investment advising, tax planning, tax preparation, and comprehensive financial-planning services to individuals, estates, and occasionally small businesses
Finance planning; retirement planning; spending plans; college funding; asset management; 401(K) advice
Jarrod Liebel
Full-service financial planning; retirement and estate planning
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Nicholas Stern
Risk management; business planning; taxation; retirement planning; accummulation; wealth management
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PEOPLESWEALTH ADVISORY GROUP
1936 Memorial Dr., Chicopee, MA 01020 (413) 493-7446; www.bankatpeoples.com
ROBERT L. STERN FINANCIAL SERVICES
433 West St., Suite 7, Amherst, MA 01002 (413) 253-8989; www.rlsternfinancial.com
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Aaron Smith Mark Vaclavicek
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
Brian Costello
Estate planning; tax planning; retirement planning
Charles Epstein
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
David Fedor
Customizable fee-based retirement planning; investment management; long-term care; life insurance; annunities; charitable-giving strategies
Paul Vegiard
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
Joe Malmborg
Consultative financial planning; wealth advisory and management; insurance; fee for service for individuals and small-business owners
James Vinick
Full-service wealth management firm; financial planning; stocks; bonds; life insurance; retirement planning; mutual funds; annuities; other insurance products; private consulting
Christopher Casale
Retirement; financial planning; college education; life and long-term-care insurance; mutual funds; stocks, bonds, and annuities
Matthew Ramon
Investment advisory and brokerage services; retirement planning; income-tax planning; estate planning; wealth management; life and long-term-care insurance; 401k plans; SIMPLE IRAs
36 RESOURCE GUIDE 2022
FINANCIAL SERVICES BusinessWest