Page 24 - BusinessWest December 12, 2022

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FINANCIAL SERVICES/BROKERAGE FIRMS
RANKED BY NUMBER OF LICENSED BROKERS IN WESTERN MASS.
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
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
EPSTEIN FINANCIAL SERVICES
12 Somers Road, East Longmeadow, MA 01028 (413) 224-3606; www.epsteinfinancial.com
COMPANY
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BRANCH MANAGER
Patricia Grenier
Lou Davis
Jack Vadnais Michael Johnson
Adam Kittridge
Ronald Briggs
Robert Berriman
Jarrod Liebel
Nicholas Stern
Aaron Smith Mark Vaclavicek
Brian Costello
Charles Epstein
Investment review; retirement investing; bucket strategy
Full-service financial planning and investments with emphasis on managing life-changing events
SERVICES
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ACCARDI FINANCIAL GROUP
85 Post Office Park, Wilbraham, MA 01095
(413) 596-5700; www.accardifinancialgroup.com
27 BALANCEROCKINVESTMENTGROUP 378 South St., Pittsfield, MA 01201
(413) 442-8190; www.balance-rock.com
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
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
Dave Milligan
KarenCurran Molly Keegan
Jean Deliso
Brian Foley
Richard Havican
Nina Monerief
Michael Shea Mark Shea
Philip Hayes
Wil Nicholson
Michael Trombley
Brian Corridan
John Ernst
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; 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
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Joe Accardi
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
Full-service brokerage firm, specializing in portfolio management and asset-allocation strategies
Investment programs; retirement-plan services; full-plan administration services; business planning; employee benefits
Full-service financial planning; retirement and estate planning
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
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
24 DECEMBER 12, 2022
BANKING & FINANCE
BusinessWest
LICENSED BROKERS IN W.MASS.