Page 39 - BusinessWest April 14, 2021

25
25
25
25
25
25
25
25
25
25
25
47
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
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
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
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
COMPANY
FINANCIAL SERVICES/BROKERAGE FIRMS
RANKED BY NUMBER OF LICENSED BROKERS IN WESTERN MASS.
LICENSED BROKERS IN W.MASS.
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
1
BRANCH MANAGER
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
25 CURRANANDKEEGANFINANCIAL
48 Round Hill Road, Suite 2, Northampton, MA 01060 (413) 570-4188; www.currankeegan.com
25 DELISOFINANCIALANDINSURANCESERVICES 540 Meadow St. Ext., Suite 108, Agawam, MA 01001 (413) 785-1100; www.delisofinancialservices.com
25 FOLEYCONNELLYFINANCIALPARTNERS 37 Elm St., West Springfield, MA 01089 (413) 214-7474; www.foleyconnelly.com
25 HAVICANWEALTHSTRATEGIES
95 Post Office Park, Wilbraham, MA 01095
(413) 596-8803; www.havicanwealthstrategies.com
25 KEYINVESTMENTSERVICES,KEYBANKN.A. 225 Park Ave., West Springfield, MA 01080 (413) 747-1432; www.key.com
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
Andrew Beaudry
Dave Milligan
KarenCurran Molly Keegan
Jean Deliso
Chris Connelly
Richard Havican
Nina Monerief
Michael Shea Mark Shea
Philip Hayes
Werner Maiwald
Wil Nicholson
Michael Trombley
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
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
Full-service wealth, investment, fiduciary services
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
Joe Accardi
Patricia Grenier
Lou Davis
Jack Vadnais Michael Johnson
John Ernst Nicole Domnarski Adam Kittridge
Ronald Briggs
Robert Berriman
Kevin Manghan Jarrod Liebel
Matt Landon
Nicholas Stern
Aaron Smith Mark Vaclavicek
Brian Costello
Investment review; retirement investing; bucket strategy
Full-service financial planning and investments with emphasis on managing life-changing events
Full-service brokerage firm, specializing in portfolio management and asset-allocation strategies
SERVICES
3
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
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
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
ESTATE & TAX PLANNING
APRIL 14, 2021 39
BusinessWest