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Florence Savings Bank

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Financial planning service

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Wealth New England

330 Whitney Ave. , Ste. 600
Holyoke, MA
(413) 539-2313 (corrected from the print version)
Founded by Danny Kates and Mark Zacek in 2011, Wealth New England has a broad clientele, “ranging,” Kates and Zacek say, “from family-owned businesses to large companies with a multinational presence, from young families to retired professionals, from teachers to entertainers to professional athletes.” What the financial advisers hear from all those clients, they say, “is that they particularly value our knowledge and the education they receive from us regarding their financial situation. It is gratifying to hear our clients tell others how much they learn in the course of developing a financial plan, how interesting it was, and that the process was actually enjoyable.”
2nd place
FSB Financial Group
85 Main St.
Florence, MA
(413) 587-4722
3rd place
Finck & Perras Insurance Agency
63 Main St.
Florence, MA
(413) 584-1970

6 Campus Ln.
Easthampton, MA
(413) 527-3000
Also won: 1st place, Local insurance agency
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