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Financial Advisors in Palmer, MA: 2026 rankings

84 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Palmer: UMassFive College Federal Credit Union, RFA Score 73/100; 4.8★ from 376 Google reviews; open Saturdays until 12 PM.

  2. 2

    Most-reviewed: Sunstone Financial Group, 212 Google reviews at 5.0★, the most of 84 ranked after UMassFive College Federal Credit Union; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

84 Palmer financial advisors are ranked here by RFA Score, from eight published factors. 20 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.6★ across 84 rated firms.

Top 10 financial advisors in Palmer at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Palmer at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1UMassFive College Federal Credit Union734.8★ (376)Northampton, 20 mi awaySatTop score
2Sunstone Financial Group715.0★ (212)Ellington, 25 mi awaySatMost reviews
3UMassFive College Federal Credit Union704.8★ (92)Springfield, 14 mi away——
4Trailhead Financial, LLC.695.0★ (54)Agawam, 14 mi away——
5The Polish National Credit Union664.6★ (37)Chicopee, 13 mi awaySat—
6UMassFive College Federal Credit Union654.6★ (47)Amherst, 19 mi away——
7Trombley Wealth Management654.7★ (12)Ludlow, 7 mi away——
8A & G Insurance LLC655.0★ (36)Windsor Locks, 24 mi awaySat—
9The Polish National Credit Union644.8★ (34)Westfield, 21 mi awaySat—
10Bank of America (with Drive-thru ATM)644.1★ (34)Longmeadow, 14 mi awaySat—

All 84 financial advisors in Palmer, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Sunstone Financial Group

    Based in Ellington, 25 mi away

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 212 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 212 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri–Sat 9 AM–5 PM · Sun closed
    Address
    243 Hartford Turnpike, Vernon, CT 06066
    View profile for Sunstone Financial Group(860) 512-0917

  3. #3 UMassFive College Federal Credit Union

    Based in Springfield, 14 mi away

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 92 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 92 Google reviews
    Hours
    Mon–Tue 8:30 AM–4 PM · Wed closed · Thu–Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    Mercy Medical Center, Rehabilitation Building, 233 Carew St Rm 110, Springfield, MA 01102
    View profile for UMassFive College Federal Credit Union(413) 256-5500

  8. #8 A & G Insurance LLC

    Based in Windsor Locks, 24 mi away

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    3 Concorde Way #102, Windsor Locks, CT 06096
    View profile for A & G Insurance LLC(860) 627-0377

  11. #11 Kemple Financial

    Based in East Longmeadow, 12 mi away

    64/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    601 N Main St, East Longmeadow, MA 01028
    View profile for Kemple Financial(413) 507-3600

  17. #17 One Financial LLC

    Based in Chicopee, 14 mi away

    63/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat 10 AM–1 PM · Sun closed
    Address
    10 Center St Ste 209, Chicopee, MA 01013
    View profile for One Financial LLC(413) 992-7684

  19. #19 Murray Tax Services

    Based in Ludlow, 7 mi away

    62/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    2341 Boston Rd, Wilbraham, MA 01095
    View profile for Murray Tax Services(413) 279-1049

  22. #22 Tyrbrook Financial

    Based in Holyoke, 16 mi away

    62/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    98 Lower Westfield Rd, Holyoke, MA 01040
    View profile for Tyrbrook Financial(413) 682-4759

  24. #24 Justin Doyle, Wealth Advisor - Eagle Strategies

    Based in Agawam, 14 mi away

    62/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon 8 AM–6:30 PM · Tue 8 AM–4:30 PM · Wed 8 AM–6:30 PM · Thu 8 AM–4:30 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    540 Mdw St Ext #108, Agawam, MA 01001
    View profile for Justin Doyle, Wealth Advisor - Eagle Strategies(413) 785-1100

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 84 ranked financial advisors here; the rest are on their profiles.

financial advisors in Palmer, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26FINANZAS EN ORDEN NEW ENGLAND615.0★ (6)14 mi
27Christopher E Distefano CFP614.6★ (9)16 mi
28Renaissance Advisory Services LLC615.0★ (3)8 mi
29St. Germain Investments614.8★ (6)14 mi
30Massachusetts Mutual Life Insurance Company (MassMutual)612.9★ (28)12 mi
31Seeley Capital Management613.7★ (6)12 mi
32Joyful Wealth Planning, LLC615.0★ (5)14 mi
33Bank of America (with Drive-thru ATM)613.0★ (50)13 mi
34Bardwell Creative Inc.615.0★ (8)19 mi
35InnoVest Financial Services615.0★ (6)16 mi
36Bardaglio Hart & Shuman CPA's615.0★ (11)23 mi
37Bond Financial Group, Inc.615.0★ (4)13 mi
38The Wealth Technology Group614.3★ (12)21 mi
39UMassFive College Federal Credit Union614.0★ (4)12 mi
40Primerica Financial Services603.8★ (34)24 mi
41Bank of America (with Drive-thru ATM)603.0★ (74)15 mi
42McCurdy Investments604.5★ (4)14 mi
43Grenier Financial Advisors605.0★ (3)14 mi
44Bank of America (with Drive-thru ATM)602.8★ (124)13 mi
45Shuttleworth Financial Group -Thrivent604.0★ (4)15 mi
46eMBark Financial and Insurance Partners604.3★ (13)25 mi
47Susan Birkner CPA PC604.3★ (3)14 mi
48MML Investors602.2★ (16)12 mi
49Pasco Advisors, LLC605.0★ (7)23 mi
50Fedor Financial Group LLC595.0★ (3)16 mi

Also serving Palmer

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Palmer
BusinessGoogle ratingDistance
Boway Express5.0★ (2)24 mi
Edward Jones - Financial Advisor: Bob Oliver5.0★ (2)19 mi
Edward Jones - Financial Advisor: Dennis Antonopoulos5.0★ (2)23 mi
Edward Jones - Financial Advisor: Hunter E Boody, ChFC®5.0★ (2)In Palmer
Edward Jones - Financial Advisor: Lucille GermainIn Palmer
Edward Jones - Financial Advisor: Mark I Wolverton, AAMS®5.0★ (2)24 mi
Edward Jones - Financial Advisor: Mike Markiewicz5.0★ (2)19 mi
Help To Retire Group4.5★ (2)15 mi
KJ Wealth Advisory5.0★ (2)13 mi
Northwestern Mutual5.0★ (2)14 mi
Perigon Wealth Management5.0★ (2)18 mi
Philip Daignault - Prudential FinancialIn Palmer
Practical Pensions & Financial3.0★ (2)9 mi
Prudential Financial: Michael Dilorenzo5.0★ (2)21 mi
Scatolini Wealth Management5.0★ (2)6 mi
Schwerin Boyle Capital Management3.0★ (2)14 mi
Stephen Duval - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)14 mi
Streetlight Financial5.0★ (2)21 mi
The Davis Financial Group5.0★ (2)19 mi
Verducci Asset Management5.0★ (2)15 mi

How we ranked Palmer financial advisors

We scored 84 Palmer financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Palmer data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Palmer: frequently asked questions

Which financial advisor has the highest RFA Score in Palmer?

By RFA Score, the highest-ranked financial advisor in Palmer, MA is UMassFive College Federal Credit Union with an RFA Score of 73/100. It has 4.8★ from 376 Google reviews. It is open Saturdays until 12 PM. Sunstone Financial Group (#2) and UMassFive College Federal Credit Union (#3) follow. We ranked 84 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Palmer?

RankedFinancialAdvisors ranks 84 financial advisors serving Palmer, MA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Palmer work on weekends?

20 of 84 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are UMassFive College Federal Credit Union (#1), Sunstone Financial Group (#2) and The Polish National Credit Union (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Palmer financial advisors have?

The median Google rating among 84 rated financial advisors in Palmer is 4.6★, with a median of 8 reviews. UMassFive College Federal Credit Union has the most, 376 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Palmer count in this ranking?

Yes, if they are within 25 mi of the Palmer city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Palmer ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Palmer a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Palmer

  1. November 2026: RFA Scores recalculated for 84 financial advisors serving Palmer.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Palmer pages