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Our Investments Team

Control your investments with service and convenience.

Financial planning isn’t just for long-term goals like retirement. It’s just as valuable in helping you plan your month-to-month expenses and short-term objectives like vacations or saving for a first home. An LPL Financial advisor is available by appointment to meet and discuss your goals. Contact a financial advisor today to set up a complimentary, no-obligation meeting.

Meet Your Investment Advisor

We are always working hard to help build your assets.

Christopher Casale

Christopher Casale

LPL Financial Advisor

413.333.5047

Elaine Cote

Elaine Cote

LPL Financial Advisor

413.333.5004

Leo Dion

Leo Dion

LPL Administrative Assistant

413.206.0682

Robert Baranowski

Robert Baranowski

LPL Administrative Assistant

413.333.5459

Alexzander Delgado

Alexzander Delgado

LPL Administrative Assistant

413-333-5008

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