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Financial Planners in North Chicopee, MA: 2026 rankings

57 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in North Chicopee: UMassFive College Federal Credit Union, RFA Score 75/100; 4.8★ from 376 Google reviews; open Saturdays until 12 PM.

  2. 21

    Most-reviewed: Bank of America (with Drive-thru ATM), 124 Google reviews at 2.8★, the most of 57 ranked after UMassFive College Federal Credit Union; ranked #21.

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

57 North Chicopee financial planners are ranked here by RFA Score, from eight published factors. 14 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.6★ across 57 rated firms.

Top 10 financial planners in North Chicopee 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 planners in North Chicopee at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1UMassFive College Federal Credit Union754.8★ (376)Northampton, 10 mi awaySatTop score
2UMassFive College Federal Credit Union724.8★ (92)Springfield, 5 mi away——
3Trailhead Financial, LLC.705.0★ (54)Agawam, 7 mi away——
4The Polish National Credit Union694.6★ (37)Chicopee, 2 mi awaySat—
5The Polish National Credit Union674.8★ (34)Westfield, 9 mi awaySat—
6Bolton Financial, LLC - Helping Connecticut retirees optimize pensions, Social Security, and retirement income664.9★ (59)Windsor, 22 mi awaySun · Evenings—
7UMassFive College Federal Credit Union664.6★ (47)Amherst, 15 mi away——
8The Polish National Credit Union663.9★ (29)Chicopee, 2 mi away——
9A & G Insurance LLC665.0★ (36)Windsor Locks, 18 mi awaySat—
10Tyrbrook Financial655.0★ (10)Holyoke, 2 mi away——

All 57 financial planners in North Chicopee, 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 UMassFive College Federal Credit Union

    Based in Springfield, 5 mi away

    72/100RFA Score

    Ranked #2 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

  6. #6 Bolton Financial, LLC - Helping Connecticut retirees optimize pensions, Social Security, and retirement income

    Based in Windsor, 22 mi away

    66/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 59 Google reviews
    Hours
    Mon–Fri 8:30 AM–8 PM · Sat closed · Sun 9 AM–2 PM
    Address
    100 Northfield Dr #200, Windsor, CT 06095
    View profile for Bolton Financial, LLC - Helping Connecticut retirees optimize pensions, Social Security, and retirement income(860) 298-1011

  9. #9 A & G Insurance LLC

    Based in Windsor Locks, 18 mi away

    66/100RFA Score

    Ranked #9 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

  10. #10 Tyrbrook Financial

    Based in Holyoke, 2 mi away

    65/100RFA Score

    Ranked #10 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

  11. #11 One Financial LLC

    Based in Chicopee, 3 mi away

    65/100RFA Score

    Ranked #11 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

  12. #12 Sobieski Financial

    Based in Amherst Center, 20 mi away

    65/100RFA Score

    Ranked #12 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
    Address
    2 Park St #1a, South Deerfield, MA 01373
    View profile for Sobieski Financial(413) 665-7547

  14. #14 Kemple Financial

    Based in East Longmeadow, 8 mi away

    64/100RFA Score

    Ranked #14 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

  24. #24 Susan Birkner CPA PC

    Based in Chicopee, 1 mi away

    62/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.3★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 3 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    252 Columba St, Chicopee, MA 01020
    View profile for Susan Birkner CPA PC(413) 593-1029

Financial planners 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 57 ranked financial planners here; the rest are on their profiles.

financial planners in North Chicopee, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Command Wealth Management, Keith E Tatlock, CFP®625.0★ (5)9 mi
27Bardaglio Hart & Shuman CPA's625.0★ (11)17 mi
28Pioneer Valley Financial Group625.0★ (4)7 mi
29Fedor Financial Group LLC625.0★ (3)5 mi
30Murray Tax Services615.0★ (4)8 mi
31Shuttleworth Financial Group -Thrivent614.0★ (4)7 mi
32Seeley Capital Management613.7★ (6)9 mi
33InnoVest Financial Services615.0★ (6)14 mi
34UMassFive College Federal Credit Union614.0★ (4)8 mi
35Bond Financial Group, Inc.615.0★ (4)11 mi
36Thrifty Financial Services Inc612.2★ (6)5 mi
37MML Investors612.2★ (16)5 mi
38Income Works603.7★ (3)7 mi
39Northampton Financial Services605.0★ (3)10 mi
40The Retirement Doctor594.0★ (4)15 mi
41Bank of America Financial Center592.7★ (99)14 mi
42H B Financial Group LLC594.0★ (3)14 mi
43Bank of America (with Drive-thru ATM)591.9★ (27)8 mi
44Christopher Curtis - Financial Advisor - Ion Investments585.0★ (7)25 mi
45Bank of America Financial Center584.5★ (50)7 mi
46Bigman Consulting Services LLC575.0★ (4)25 mi
47Jason Apruzzese - Financial Advisor - Ion Investments575.0★ (4)25 mi
48Scranton Financial Group of South Windsor575.0★ (3)23 mi
49Bank of America (with Drive-thru ATM)562.4★ (38)20 mi
50Donna Williams - Financial Advisor - Ion Investments565.0★ (3)25 mi

Also serving North Chicopee

20 more financial planners 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 planners serving North Chicopee
BusinessGoogle ratingDistance
Baystate Financial5.0★ (1)3 mi
CTFS Financial5.0★ (1)2 mi
Help To Retire Group4.5★ (2)6 mi
KJ Wealth Advisory5.0★ (2)11 mi
Matthew J Sondrini - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)19 mi
MBaez FinancialIn North Chicopee
Naviah Investments LLC1.0★ (1)1 mi
Northwestern Mutual5.0★ (2)6 mi
Parkview Financial5.0★ (1)1 mi
Perigon Wealth Management5.0★ (2)14 mi
Practical Pensions & Financial3.0★ (2)12 mi
Scatolini Wealth Management5.0★ (2)8 mi
Schwerin Boyle Capital Management3.0★ (2)6 mi
Stephen Duval - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)5 mi
Streetlight Financial5.0★ (2)11 mi
Summit House Wealth Partners - Ameriprise Financial Services, LLC5.0★ (1)4 mi
The Davis Financial Group5.0★ (2)10 mi
The Metrocom Group5.0★ (1)5 mi
Verducci Asset Management5.0★ (2)8 mi
Wealthshape, LLC5.0★ (2)23 mi

How we ranked North Chicopee financial planners

We scored 57 North Chicopee financial planners 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 North Chicopee 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in North Chicopee: frequently asked questions

Which financial planner has the highest RFA Score in North Chicopee?

By RFA Score, the highest-ranked financial planner in North Chicopee, MA is UMassFive College Federal Credit Union with an RFA Score of 75/100. It has 4.8★ from 376 Google reviews. It is open Saturdays until 12 PM. UMassFive College Federal Credit Union (#2) and Trailhead Financial, LLC. (#3) follow. We ranked 57 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in North Chicopee?

RankedFinancialAdvisors ranks 57 financial planners serving North Chicopee, MA. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in North Chicopee work on weekends?

14 of 57 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are UMassFive College Federal Credit Union (#1), The Polish National Credit Union (#4) 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 North Chicopee financial planners have?

The median Google rating among 57 rated financial planners in North Chicopee is 4.6★, with a median of 12 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 planners?

Each financial planner 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 planners outside North Chicopee count in this ranking?

Yes, if they are within 25 mi of the North Chicopee city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in North Chicopee ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in North Chicopee 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 planners 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 North Chicopee

  1. November 2026: RFA Scores recalculated for 57 financial planners serving North Chicopee.

More financial planners and North Chicopee pages