Page 29 - BusinessWest March 7, 2022

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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
COMPANY
FINANCIAL SERVICES/BROKERAGE FIRMS
RANKED BY NUMBER OF LICENSED BROKERS IN WESTERN MASS.
LICENSED BROKERS IN W.MASS.
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BRANCH MANAGER
Wayne Proulx
Joe Accardi
Patricia Grenier
Lou Davis
Jack Vadnais Michael Johnson
Investment review; retirement investing; bucket strategy
Full-service financial planning and investments with emphasis on managing life-changing events
SERVICES
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ODYSSEY WEALTH MANAGEMENT GROUP, LLC
175 State St., Suite 2B, Belchertown, MA 01007 (413) 213-0748; www.odysseywealthmgt.com
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
Andrew Beaudry
Dave Milligan
KarenCurran Molly Keegan
Jean Deliso
Chris Connelly
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
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
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
We Focus on a Personalized Approach to Provide Financial Peace of Mind.
Jean M. Deliso, CFP®
Financial and Insurance Services
B (413) 785-1100 • www.delisofinancialservices.com
540 Meadow St. Ext. • Suite 108 • Agawam, MA 01001
Financial Planning Services are offered through Eagle Strategies LLC. Eagle Strategies and NYLIFE Securities are New York Life companies. Deliso Financial and Insurance Services is not owned or operated by Eagle Strategies, NYLIFE Securities LLC or any of their affiliates. Jean M Deliso, Member Agent, The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.
Financial Adviser, Eagle Strategies LLC, A Registered Investment Adviser. Registered Representative
NYLIFE Securities LLC,
Member FINRA/SIPC,
A Licensed Insurance Agency.
When You Partner With Us You Partner With a Team of Experience and Insight.
PLANNING u INSURANCE u INVESTMENTS
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WEALTH MANAGEMENT MARCH 7, 2022 29