At Westfield Investment Services, we focus on you and the unique set of financial circumstances you and your family face. Getting to know you allows us to create a personalized strategy aligned with your short- and long-term objectives and help you anticipate and plan for the future.

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About Westfield Investment Services

About Westfield Investment Services

Westfield Investment Services offers a personalized and proactive approach to financial planning.

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Choosing the Right Financial Partner

Choosing the Right Financial Partner

When it comes to developing your financial plan, we have the expertise to turn your goals into reality.

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See What Our Advisors Have to Offer

See What Our Advisors Have to Offer

Everyone has unique goals. That's why our advisors offer financial services for every stage of life.

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Westfield Investment Services Team

David Ricci
Officer, Westfield Investment Services and Investment Advisor Representative, LPL Financial

David has over 25 years of experience in the financial services industry and has worked for some of the country’s largest firms. Read more >

Josh Stebbins
Officer, Westfield Investment Services and Investment Advisor Representative, LPL Financial

Josh holds a degree in Mathematics and Economics with a concentration in Actuarial Science from Westfield State University. He joined WIS in 2014. Read more >

Greg Gagnon
Sales Assistant, LPL Financial

Greg graduated in 2016 with his Bachelors Degree in Accounting from the Isenberg School of Management at UMass Amherst. Read more >

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Westfield Bank and Westfield Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Westfield Investment Services, and may also be employees of Westfield Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Westfield Bank or Westfield Investment Services. Securities and insurance offered through LPL or its affiliates are:


The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: MA.