Investments & Insurance
We’re pleased to offer access to a wide range of financial services through Osaic Institutions, Inc. Whether you’re just starting your family and career or looking towards retirement, our in-house Osaic Institutions representative will help you sort through the jargon to create a customized portfolio.
With our advisors, you’ll experience the same professional service you expect from Greenfield Savings Bank. We’re here to help you, so there is never a hard sell, never any pressure. Our goal is to deliver the results you want.
We are happy to help you with:
- Retirement Planning
- IRA Rollovers, 401(k), 403(b)
- College Savings Planning
- Mutual Funds
- Annuities (tax deferred)
- Fixed Income
Call us today at (413) 775-8230 to schedule an appointment.
Insurance is a key part of any well-constructed financial plan, but it can be confusing to wade through all the options. We can help.
Whether you are seeking a comfortable retirement, life insurance, the funds to educate your children or grandchildren, the preservation and transfer of your estate, or ways to minimize your taxes — we’re ready to give you the answers and service you need.
We work with a variety of insurance companies. There are never high pressure sales tactics at GSB Investments & Insurance. Just financial professionals who know how different insurance products can help you meet your financial dreams. So stop by any branch, or call us to make an appointment to review your insurance needs.
GSB Vice President & Financial Advisor, Osaic Institutions, Inc.
Matt has more than twenty years of experience as a Financial Advisor and accredited asset management specialist with experience in financial planning, retirement planning and a wide range of investment and insurance products. Matt graduated from Greenfield Community College and the Isenberg School of Management at the University of Massachusetts. Clients who work with Matt invest in securities offered through Osaic Institutions, Inc.
GSB Officer and Investment Executive, Osaic Institutions, Inc.
Josh is a securities registered Investment Executive with more than 9 years in the banking industry. He has obtained a Massachusetts Individual Producer License, the FINRA Series 6 & Series 63 registrations, a Nationwide Mortgage Licensing System and Registry license (NMLS). Josh earned his Bachelor of Science Degree from American International College in Springfield, MA and an Associates in Science Degree from Springfield Technical Community College. Clients who work with Josh invest in securities offered through Osaic Institutions, Inc.
Investment Administrative Assistant
Elizabeth has more than twenty years of experience in administration. She is responsible for appointment scheduling, data entry, record-keeping and customer service for GSB Investments & Insurance.
24/7 Online Access
Infinex Financial Group Online Statements allow you to easily consolidate and organize your investment accounts and generate in-depth reports. They are designed to increase your productivity while enriching the financial planning process.
Access your accounts any time, from anywhere in the world using the secure web site. Once you’ve completed the registration process, just visit www.mainaccount.com/osaicinstitutions for 24/7 access to your online accounts.
First-Time Login Instructions
- Contact Matt Sheridan or Liz O’Connell for a temporary password by calling (413) 775-8230
- Go to www.mainaccount.com/osaicinstitutions
- Click on “Register Now” at the bottom right-hand corner of the log on box
- Enter your Social Security Number and the temporary password you received from Matt or Liz
- Read the User Agreement, then click Accept to agree to the terms
- Enter your User Name, create a Password, and provide the requested personal information
- Click Next to continue
- Review and approve the Registration Confirmation screen, or go back and make any necessary adjustments
Once the Registration Confirmation screen has been approved, your online account request will be sent to the GSB Investments & Insurance team for approval. Approval will typically be granted within 1-2 business days. If you do not receive an email notifying you that your account has been activated after two business days, please call us at (413) 775-8230.