Page 23 - BusinessWest September 1, 2021
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  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
25 HAVICANWEALTHSTRATEGIES
95 Post Office Park, Wilbraham, MA 01095
(413) 596-8803; www.havicanwealthstrategies.com
25 KEYINVESTMENTSERVICES,KEYBANKN.A. 225 Park Ave., West Springfield, MA 01080 (413) 747-1432; www.key.com
25 PENSION&BENEFITSASSOCIATESINC. 131 Wayside Ave., West Springfield, MA 01089 (413) 732-6773; www.pensionandbenefits.com
25 PIERCE&HAYESFINANCIALADVISORS
226 Russell St., Suite A, Hadley, MA 01035
(413) 376-4697; www.ameripriseadvisors.com/philip.hayes
25 RENAISSANCEADVISORYSERVICES,LLC 733 Chapin St., Suite 202, Ludlow, MA 01056 (413) 589-1400; www.renadvisorysvcs.com
Andrew Beaudry
Dave Milligan
KarenCurran Molly Keegan
Jean Deliso
Chris Connelly
Richard Havican
Nina Monerief
Michael Shea Mark Shea
Philip Hayes
Werner Maiwald
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
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
Full-service retirement and financial-planning practice, supporting families on their financial journeys
Independent advisory services; portfolio management; retirement planning; risk management services; pension services; income distribution services; fixed income accounts
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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
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
PRIVATE WEALTH MANAGEMENT GROUP
1350 Main St., Suite 1008, Springfield, MA 01103 (413) 304-2690; ww.pwmgllc.com
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
Joe Accardi
Patricia Grenier
Lou Davis
Jack Vadnais Michael Johnson
John Ernst Nicole Domnarski Adam Kittridge
Ronald Briggs
Robert Berriman
Kevin Manghan Jarrod Liebel
Matt Landon
Investment review; retirement investing; bucket strategy
Full-service financial planning and investments with emphasis on managing life-changing events
SERVICES
     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
Investment management; financial and estate-planning services; business and individual retirement plans
     WEALTH MANAGEMENT
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