Best Investors
Account
Sign in
Best Investors
Account
Sign in
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-05 |
Branch Locations
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 • United States
103 Myron St Suite G, West Springfield, MA 01089 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Springfield | MA | 10/2000 | 10/2017 |
| Mml Investors Services. | Holyoke | MA | 10/2000 | 02/2018 |
| Sagepoint Financial, Inc. | Chicopee | MA | 02/2018 | 09/2023 |
| Osaic Wealth, Inc. | West Springfield | MA | 09/2023 | 11/2024 |
| Vanderbilt Financial Group | Woodbury | NY | 11/2024 | 04/2025 |
| Trustmont Financial Group | Greensburg | PA | 04/2025 | Present |
Balint Financial Services. LLC Not investment related. Start date: 05-30-2018 . Address: 103 Myron Street Suite G. West Springfield MA, 01089. Title: President. Duties: Provide life insurance, disability insurance and long term care options with fixed annuity. 25 HPM
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-08 |
Reach out to this advisor