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LUDLOW- PV Financial Group’s ever-growing team welcomed Client Relationship Managers, Tiffany Lyman and Jordan Lashway, to PV’s main office located in Ludlow. Lyman studied at the University of Massachusetts, Amherst, where she earned a Bachelor of Science in Hospitality and…
We are excited to announce that PV Financial Group will celebrate its 20th anniversary! The creation of PV Financial Group began in 2002, operating on the core mission of helping our clients and community. Through our 20 years of service,…
LUDLOW- PV Financial Group is excited to welcome the newest member to our operations team, P.J. Gagne! Gagne will be working as an Operations Support Specialist in PV’s main office, located in Ludlow. Upon graduating from Fairfield University with a…
LUDLOW- PV Financial Group proudly welcomes the newest member to its financial advisory team, Ryan Sokolowski, CCFS®. Ryan will be a part of the PV Navigator team, which is a program geared towards guiding younger generations along their journey to…
PV Financial is excited to not only announce some changes and additions to our team, but also introduce a new and innovative program aimed at helping people embark on successful financial journeys. Over the next year, we will be implementing…
https://www.youtube.com/watch?v=LT3E5DWZgLI Pete and LUSO Federal Credit Union's Chief Lending Officer Jennifer Cowles talked about buying a house! They discussed mortgages, loans, and the importance of your credit score and getting pre-approved! Jennifer also provided some great tips regarding home buying,…
LUDLOW- Recently, PV Financial Group has had some new faces join its family! PV welcomed Antonio Bastos as Retirement Plan Coordinator and Andrea Santos as Digital Marketing Specialist. Both will be working in PV’s main office located in Ludlow.Upon graduating…
https://www.youtube.com/watch?v=rMsN-IXH2YY Chuck met with JP Morgan's Managing Director, Phil for a quick chat over Zoom! Together they discussed what kept them up at night through the year 2020. Phil briefly touches upon what happened when the COVID-19 hit, especially in…
https://www.youtube.com/watch?v=25bGg_Qh5o8&t=7s Chuck and Victory Capital's Head of Investments, Wasif Latif sat down over Zoom to chat! Wasif discussed with Chuck his role as the Head of Investments, and what they saw in the spring of 2020 as we began to…
For the past three years, Pioneer Valley Financial Group has been awarding the “Plan With A Purpose” tri-town $1000 scholarship to three graduating seniors from Ludlow, Belchertown, and Wilbraham. Each scholarship looks to honor a local graduating High School Senior…