Broker Check

Westfield Investment Services

(413) 564-2699

At Westfield Investment Services (WIS), we focus on you and the unique set of financial circumstances you and your family face. With over 20 years of average experience, our WIS Advisors will get to know you and your personal needs, allowing us to create a personalized strategy aligned with your short term and long term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate and plan for the future.

Westfield Investment Services

  • Works with clients of all asset levels
  • Has a structure in place that allows us to identify the appropriate products that fit you and your goals
  • Prides ourselves in getting to know you first, before we recommend options to help you pursue your short and long term goals

What do we help our customers with?

  • Estate Planning
  • Planning for Large Purchases
  • Selecting investment vehicles that are appropriate for you
  • Socially responsible investing
  • Employment Transitions
  • Planning for Retirement
  • Financial Planning for every step of life
  • And more….
    • Are you a business owner? Click here to see how we have strategies to help businesses of all shapes and sizes

Choosing the Right Financial Partner

LPL Financial sets itself apart from its competitors through a number of notable business characteristics:

  • No proprietary products means you can have complete confidence that the investment guidance and recommendations are purposeful and made with your input
  • Respected, independent research assures that your financial consultant will always have access to the latest insights and information
  • Innovative technology and ongoing training provide