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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Joseph Accardi

President and CEO

(413) 596-5700

Joe has been a financial services professional since 1974, when he began his career at Dun & Bradstreet; later, he became a senior financial consultant at Merrill Lynch. His philosophy of always putting clients’ needs first led him to...
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Danielle Accardi

Vice President

(413) 596-5700

Danielle, who is particularly attuned to identifying and addressing the unique needs of women investors, joined the Accardi Financial Group in 2000. She has led the firm through its growth from a single-office, two-employee practice...

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Damon Accardi

Vice President

(413) 596-5700

Damon joined the family business in 2013 and splits his time between Boston and Wilbraham. He holds securities licenses for Series 7 and Series 63, as well as life and health insurance licenses. Damon earned a bachelor’s degree from...
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