Business Investments & Insurance

Your business deserves your full focus. We can help.

We specialize in working with business owners. Through Osaic Institutions, Inc., we provide access to a wide range of business financial and insurance products for the financial wellbeing of businesses, their owners, and employees.

Business Solutions

  • Financial Planning
  • Business Exit Planning
  • Key Man Insurance
  • Retirement Planning
  • Employer Retirement Plan Guidance
  • Tax-Sensitive Investing*
  • Executive Compensation Arrangements
  • Second-Opinion Services
  • Access to Trust Services*
  • Insurance Planning
  • Access to Advanced Estate Planning*
  • Inheritance and Financial Windfall Planning*
  • 401(k) Guidance

*We do not provide legal or tax advice. Consult your legal and/or tax advisor.

A Process that Works

We follow a proven process that allows us to get to know you, implement a custom plan, and provide you with personalized, ongoing service.

Investment Team Paul Vegiard and Paul DuquetteOur Investment Services Team

Contact our team today to schedule an appointment.

Call us at 413-893-0173 or email our team [email protected] to find out how we can help your financial future. 

Meet Our Investment Services Team

BrokerCheck by Finra Logo - Check the background of this investment professional Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Monson Savings Bank is a subsidiary of Monson Financial Services. Osaic Institutions and Monson Savings Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.