Page 22 - BusinessWest December 12, 2022

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FINANCIAL SERVICES/BROKERAGE FIRMS
RANKED BY NUMBER OF LICENSED BROKERS IN WESTERN MASS.
CHARTER OAK FINANCIAL
330 Whitney Ave., Suite 600, Holyoke, MA 01040 (413) 539-2000; www.charteroakfinancial.com
NORTHWESTERN MUTUAL / THE PIZZUTI GROUP
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Corey Caron
N/A
Mary Couture
Gabriel D’Amica
Raymond Lukas
Private client services; brokerage services; advisory services; annuities; life insurance; disability income; long- term care; employee benefits; local offices in Greenfield, Northampton, Springfield, and Hartford
Brokerage; personal credit; insurance; home-financing, trust, and business-financing services; retirement and group employee benefits; investment management; financial planning
Financial guidance; investment planning; retirement planning; income planning; managed portfolios; annuities; life insurance; long-term care
Full-service brokerage firm catering to ultra-high-net-worth and high-net-worth individuals; providing wealth management starting with plan
29 South Main St., West Hartford, CT 06107 (413) 748-6000; www.downtownhartfordnm.com
MERRILL LYNCH
BAYSTATE FINANCIAL
330 Whitney Ave., Suite 610, Holyoke, MA 01040 (413) 322-1147; www.baystatefinancial.com
MORGAN STANLEY
1500 Main St., 19th Floor, Springfield, MA 01115 (413) 734-7311; www.morganstanley.com
ST. GERMAIN INVESTMENT MANAGEMENT
1500 Main St., 25th Floor, Springfield, MA 01115 (413) 733-5111; www.stgermaininvestments.com
RAYMOND JAMES
1500 Main St., 17th Floor, Springfield, MA 01115 (413) 372-6600; www.rjaspringfieldma.com
COMPANY
One Monarch Place, Suite 2300, Springfield, MA 01144 (413) 747-6900; www.fa.ml.com
PEOPLE’S SECURITIES INC., A SUBSIDIARY OF PEOPLE’S UNITED BANK
1391 Main St., 3rd Floor, Springfield, MA 01103 (413) 731-2342; www.psi.peoples.com
UBS FINANCIAL SERVICES
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10 CHASE,CLARK,STEWARTANDFONTANA
101 State St., 8th Floor, Springfield, MA 01102 (413) 788-4531; www.chaseins.com
One Monarch Place, Suite 1400, Springfield, MA 01144 (413) 785-4900; www.ubs.com
LICENSED BROKERS IN W.MASS.
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BRANCH MANAGER
Brendan Naughton
Robert Cosenza
John Carty
Michael Matty
Mark Teed
Life insurance; short- and long-term disability; insurance; annuities; investments; workplace financial education; long-term care insurance; personal lines property and casualty insurance
Brokerage and investment-advisory services; financial and wealth planning; credit and lending; cash management; annuities and insurance; retirement; trust
Full-service investment management; financial, estate, and succession planning; wealth management
Full-service investment management; financial planning; advisory services
Personal; commercial; life; financial services; retirement planning; employee benefits
SERVICES
Risk management (including life insurance, disability income insurance, and long-term-care insurance); business planning and protection; retirement planning and investments; fee-based financial planning
Local business lenders ready to deliver.
Start your new year strong and call today!
Small Business Lending Real Estate Financing Cash Management Solutions
Business Loans & Lines of Credit Business Checking & Savings Accounts
Our mission: to grow lasting relationships to improve people’s lives.
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DECEMBER 12, 2022
BANKING & FINANCE
BusinessWest
www.pncu.com | (413) 592-9495
Nancy Mirkin
VP, Commercial Lending
(413) 588-5708 [email protected]
Debra Leone
AVP, Cash Management
(413) 206-5618 [email protected]
Kathi Donahue
SVP, Commercial Lending
(413) 333-5830 [email protected]
EQUAL HOUSING L E N D E R
MEMBER
MASSACHUSETTS CREDIT UNION
INSURED SAVINGS
ShSarHesAanRd DEepIoNsitSs inUeRxceAssNoCf NECUCA aOre RfulPly iOnsRureAd TbyIMOSNIC.
Your savings federally insured to at least $250,000
and backed by the full faith and credit of the United States Government
National Credit Union Administration, a U.S. Government Agency
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