Westfield, MA Office

Team
Updated today

Client AUM

$7,892,740,504

Clients

30,867

Advisors

2

Of 487 advisors across 207 offices

Location

6 Main Street

Westfield MA 01085

Advisors at this office

2

Advisors at this office

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Michael F

Series 63, Series 66

Westfield, MA

J. W. Cole Advisors, Inc.

Michael Fioroni is a financial advisor at J. W. Cole Advisors, Inc. with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J. W. Cole Advisors and its affiliated entities since 2013. Outside of advising, he serves as a notary public. J. W. Cole Advisors operates through a large network of independent advisers, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients. The firm utilizes both fundamental and technical analysis and supports discretionary and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Paul C

Series 66

Westfield, MA

J. W. Cole Advisors, Inc.

Paul Chlebecek is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial, Workers Credit Union, and Edward Jones. J.W. Cole Advisors, Inc. operates a large network of independent Investment Adviser Representatives, providing fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm offers both transaction-based and asset-based managed programs and utilizes a mix of fundamental and technical analysis along with digital advice platforms.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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