Page 23 - BusinessWest December 12, 2022
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THE NATHAN AGENCIES/AMHERST FINANCIAL SERVICES
20 Gatehouse Road, Amherst, MA 01002 (413) 253-5555; www.nathanagencies.com
RENAISSANCE INVESTMENT GROUP, LLC
55 Pittsfield Road, Suite 1-A, Lenox, MA 01240 (413) 445-2481; www.rigllc.com
BERKSHIREBANC INVESTMENT SERVICES
66 West St., Pittsfield, MA 01201
(413) 236-3166; www.berkshirebancinvestment.com
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
FINANCIAL SERVICES/BROKERAGE FIRMS
RANKED BY NUMBER OF LICENSED BROKERS IN WESTERN MASS.
 COMPANY
LICENSED BROKERS IN W.MASS.
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BRANCH MANAGER
Jon Lumbra
Christian Sulmasy
Trevor Forbes
Kevin O’Donnell
Wayne Proulx
Michael LeMay
SERVICES
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11 STIFEL
167 Dwight Road, Suite 301, Longmeadow, MA 01106 (413) 565-8100; www.stifel.com
14 WESTBRANCHCAPITALLLC
9 Research Dr., Suite 1, Amherst, MA 01004 (413) 256-1225; www.westbranchcapital.com
15 HARTPATTERSONFINANCIALGROUP
19 Research Dr., Amherst, MA 01002; (413) 253-9454 www.hartpatterson.com
15 THE WEALTH TECHNOLOGY GROUP
130 Southampton Road, Westfield, MA 01085 (800) 266-6793; www.wealthtechnology.com
19 WELLSFARGOADVISORS
1350 Main St., Springfield, MA 01103
(413) 788-6111; www.wellsfargoadvisors.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
William Hadden III
Ayaz Mahmud
Vikki Lenhart
Gary Thomas
Thomas Manzi
Mary Pomeroy
Andrew Beaudry
Aimee Marden Dana Graham Cooper Cerulo
National, regional broker dealer; full-service investment advice; 400 offices worldwide
Fee-only, SEC-registered investment advisers; fiduciary; retirement and financial planners
Investment management; retirement planning; insurance; charitable planning
Specializes in helping clients implement tax and investment strategies for their secure retirement, asset protection, and legacy planning; Gary Thomas is a tax lawyer and an independent financial advisor who maintains a fiduciary standard
Full-service brokerage firm; stocks, bonds, annuities, mutual funds, and insurance products; fee-based advisory accounts and financial planning
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
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GAGE-WILEY & CO. INC.
120 King St., Northampton, MA 01060 (413) 584-9121; www.gagewiley.com
PV FINANCIAL GROUP
535 East St., Ludlow, MA 01056; (413) 589-1500
1252 Elm St., Suite 28, West Springfield, MA 01089; (413) 363-9265 www.pvfinancial.com
DOWD FINANCIAL SERVICES
14 Bobala Road, Holyoke, MA 01040 (413) 538-7444; www.dowd.com
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Christopher Milne
Edward Sokolowski
Comprehensive wealth management; independent brokerage and investment-advisory services; retirement, estate, and financial planning; life and long-term-care insurance
Independent financial services, wealth management and consulting firm; retirement planning; stock and bond trading; mutual funds; real-estate investment trusts; alternative investments; fixed and variable annuities; 401(k) plans and rollovers; 403(b) plans; Roth and traditional IRAs; rollovers from qualified plans; insurance (life, home, casualty, long-term care); estate-planning services
Employee benefits (group health, dental, disability, and life); 401(k) (multi-vendor platforms); buy-sell funding; non-qualified key-executive deferred compensation; for individuals: investment-advisory and brokerage services; annuities and insurance; wealth and estate planning; long-term care
Comprehensive financial and retirement planning; wealth management and investments including ESG and SRI; life, disability, long-term-care, and health insurance; college savings
SEC-registered independent investment advisory firm; highly personalized investment and financial counseling to individuals, families, foundations, endowments, and executive pension plans; investment in individual equities and bonds; customized portfolios (ESG/SRI options available); estate and tax planning; comprehensive wealth-management 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
    Valued relationships. Something we build.
Robert Borawski President
(413) 586-5011 Borawskiinsurance.com
      BusinessWest
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