Financial, Estate & Banking
Baystate Tax Services
377 Main St ste 2, Greenfield, MA 01301
Rick Holbrook
(413) 773-5560
Monday - Friday 9:00 AM - 5:00 PM
Specializing in: - Tax Return Preparation - Accounting Services - Bookkeeping - Tax Return Preparation-Business - Payroll Service
ALL, Financial, Estate & Banking, Local Professional Services
CBIZ, Inc. (NYSE:CBZ) is a leading professional services advisor to middle-market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help you anticipate next steps and accelerate growth. We help your organization navigate challenges, turn risk into opportunity and drive sustainable, long-term excellence — where you are today and wherever you want to grow.
ALL, Financial, Estate & Banking, Local Professional Services
Franklin First Federal Credit Union
Franklin First Federal Credit Union is a trusted financial institution nestled within the vibrant and growing city of Greenfield, Massachusetts. As a not-for-profit financial cooperative owned and operated by members who live and/or work in Franklin County, people, not profits, are our top priority. We serve over 7,000 members by helping them put their hard-earned dollars to work. Our profits are returned as competitive rates, higher investment returns, and fewer fees.
Gagne Wealth Management
238 Main St Suite 2, Greenfield, MA 01301
We provide custom goal oriented investment management for Franklin County and beyond.
ALL, Financial, Estate & Banking, GBA SPONSOR, Local Professional Services
Greenfield & Northampton Cooperative Bank
Community is who we are. Whether we’re rolling up our sleeves to help at a local event, or sitting down with a customer to map out a path to their goals and dreams, Greenfield Co-op is committed to making life better and richer for all our neighbors.
Since 1869, our Bank has stayed true to its mission to provide a secure place for local residents to save and to access financial products and resources. Today, we continue that commitment with offices throughout Franklin and Hampshire Counties and through online and mobile banking. As a result of electronic banking technologies, we can offer our customers the ability to bank from anywhere they choose via the internet and mobile devices, while remaining a local bank.
Nathaniel Hussey, Edward Jones
21 Mohawk Trail Suite 9, Greenfield, MA 01301
Nathaniel Hussey
413-773-0070
website
At Edward Jones, they value personal relationships based on a deep understanding of your unique financial needs, and partner with you to develop a strategic approach tailored to achieve your individual goals. As an Edward Jones financial advisor, it is paramount for them to understand your needs so that we can put your money to work for you in achieving your family's goals.
ALL, Financial, Estate & Banking, Local Professional Services
Prosperitea Planning
Greenfield, MA 01301
Wendy Marsden & Sam Plotkin
(413) 829-4832
website
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ProsperiTea Planning’s team of Wendy Marsden, CPA CFP®, and Sam Plotkin, CFA, produce professional results while offering a comfortable, supportive environment for addressing their peoples’ financial wellness needs from her home office. ProsperiTea Planning, in Greenfield Massachusetts, is accepting new people who are seeking investment advising, comprehensive planning, and tax planning and preparation.
ALL, Financial, Estate & Banking, GBA SPONSOR, Local Professional Services
Sabelawski Financial Group
117 Main Street, 2nd Floor, Greenfield, MA 01301
Located in Greenfield, Massachusetts, on 117 Main Street, Sabelawski Financial Group is a full service tax and investment firm. Offering a wide range of personal tax and investment services.
ALL, Financial, Estate & Banking, Local Professional Services
We’re Here For You. The Richards Group is a full-service insurance and financial services firm that provides comprehensive risk management, employee benefits and investment services just for you.
ALL, Financial, Estate & Banking, Legal & Insurance Services, Local Professional Services