Page 25 - BusinessWest December 12, 2022

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
Kristine Koczajowski
Kathleen Collins
Gary Martinelli
David Pettengill
Wendy Marsden
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
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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
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
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Paul Vegiard
Joe Malmborg
James Vinick
Christopher Casale
Customizable fee-based retirement planning; investment management; long-term care; life insurance; annunities; charitable-giving strategies
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
Consultative financial planning; wealth advisory and management; insurance; fee for service for individuals and small-business owners
Full-service wealth management firm; financial planning; stocks; bonds; life insurance; retirement planning; mutual funds; annuities; other insurance products; private consulting
Retirement; financial planning; college education; life and long-term-care insurance; mutual funds; stocks, bonds, and annuities
Welcome them back to...
Better Than Ever.
We offer fully customized and transformative:
Show your employees and customers that you’re back to business with a new, fresh, clean and brand-centric environment.
Architectural & Window Films • Wall Coverings Feature Walls • Dimensional Logos & Icons Architectural Signage
31 Benton Drive • East Longmeadow, MA • 413.525.2244 • gographix.com
“The two most important days in your life are the day you were born and the day you find out why.”
-Mark Twain
Every time we help a client feel more comfortable about their retirement, we know why we were born.
Call us... We’ll make you comfortable with your retirement planning!
131 Wayside Avenue West Springfield, Ma 01089
413.297.6074 | WWW.MALMBORGWEALTH.COM
Securities and Advisory Services offered through Commonwealth Financial Network. Member FINRA, SIPC, A Registered Investment Adviser
JOE MALMBORG
Principal Financial Advisor 413.297.6074
BusinessWest
BANKING & FINANCE DECEMBER 12, 2022 25
FINANCIAL SERVICES/BROKERAGE FIRMS
RANKED BY NUMBER OF LICENSED BROKERS IN WESTERN MASS.
COMPANY
LICENSED BROKERS IN W.MASS.
BRANCH MANAGER
SERVICES
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FEDOR FINANCIAL GROUP
1252 Elm St., Suite 11, West Springfield, MA 01089 (413) 726-9044; www.fedorfinancial.com
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David Fedor