EVERYTHING YOU NEED IN A FINANCIAL PLAN, ALL IN ONE PLACE.
WHERE IT BEGAN…
The trio of Edward Sokolowski, Joseph Leonczyk, and Charles Myers saw a need in the marketplace for a financial advisory firm that provided a comprehensive, relationship-focused approach to financial planning. This led to the creation of Pioneer Valley Financial Group in 2002, operating based on their core mission to help their clients, and community live better.
WHAT DO WE DO?
Our INNOVATIVE approach to financial planning provides you with a team of EXPERIENCED financial professionals, FLEXIBLE virtual meetings, ongoing plan management, and ADVANCED planning software to ensure you stay on course!