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We believe in helping our clients and community live better. As a team, we are driven to offer excellent client experiences, thoughtful financial plans and caring advice. Our legacy is the people and the lives that we have touched.

Our Services

Retirement

Planning

Retirement can span decades, so retirement planning often dominates other financial goals. We’ll show you how to protect and manage the distribution of your assets in a tax-advantaged way.

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Asset

Growth

Accumulation planning addresses an individual’s investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance.

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Business

Planning

For most business owners, their business is their most significant asset. We’ll show you how to tap the value of your business to support your current needs, and prepare for your future lifestyle.

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College

Funding

Higher education has a hefty price as college tuition continues to rise, but with a proper financial strategy and effective wealth management guidance, it’s an expense that can be planned for.

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Estate

Planning

Estate planning creates a master plan to give more control over assets during life, provide care when disabled, and allow for the transfer of wealth to whom and when you want, at the lowest possible cost.

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Risk

Management

Our goal is to minimize financial and other losses associated with risks to your assets, business, or health. Your first line of defense is to identify the sources of risk and avoid or minimize major exposure.

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Our Process

At PV Financial, our planning process begins with trust.

The first step in financial planning is for your financial advisor to get to know you, to understand what your goals and dreams are. Then we can gather relevant information, including financial documents, bank statements and insurance policies. From these records, we analyze your financial position. The action plan we develop will be just for you, based on the goals you have set. Once you approve it, we’ll do the rest. As we implement your plan, we’ll help you transfer any accounts, reallocate assets, or work with your accountant and attorney on an estate plan. Your relationship with us does not end once a plan is implemented. We will be with you when changes occur because we understand life happens.

Integrity. Experience. Commitment.

We’re growing! Seeking a local, community-minded and driven Financial Advisor with a minimum of 1-2 years of previous experience to join our team.

Our Team

Our financial advisors will focus on your relationship, rather than the transaction.

We believe that in order to provide first-rate service and guidance, the relationship between Investor and Financial Advisor must be grounded in trust. Your Financial Advisor will undoubtedly focus on your relationship, rather than the transaction, exercising balance, care, skill, diligence and objectivity in the comprehensive process utilized in developing and managing your financial life. It is our core belief that effective communication is the essential basis for a long and healthy relationship. Our team of trained and courteous professionals seeks to work together to provide each Client with the highest degree of personalized service.

Why not set up a complimentary consultation with one of our financial advisors and begin a relationship now?

PVFG Spotlight

PV Financial Group Appoints New Chief Financial Officer

LUDLOW — Community-based financial advising firm, PV Financial Group (PV), proudly welcomes the newest member to their senior leadership team, Cheryl Hoey, CPA. Hoey will serve as PV’s Chief Financial Officer, providing high-level support for the firm, overseeing company finances, creating and managing budgets, as well as forecasting trends. With over 28 years of experience working within various accounting positions for businesses across Massachusetts, Hoey will help PV’s Financial Advisors better serve Clients with her expertise in tax preparation and auditing. "Cheryl brings extensive…

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Updates

Community Engagement

We grew up in the Pioneer Valley, and we believe in this community. That’s why we are always searching for ways of giving back.