Edward Sokolowski, CLU, ChFC
Professional
A lifelong resident of western Massachusetts, Ed graduated from North Adams State College in 1991. Ed immediately entered the financial services field, beginning his career with EQ Financial Consultants, becoming a branch manager in 1995. In 1999, Ed became a partner in the Palmer Goodell Financial Group, LLC, where he was president until its purchase by Banknorth in 2001.
Ed has completed both the Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU) professional education programs, and is also an Investment Advisor Representative of Commonwealth Financial Network, Member FINRA/SIPC.
Ed is licensed in Massachusetts, New York, and Connecticut for FINRA Series, 6, 63, 7, 65, 24, and 26.
Personal
Ed and his family live in Belchertown in the Pioneer Valley. Ed is active in the local Boys and Girls Club and has coached both baseball and basketball for the town's recreation department.
Joseph Leonczyk
Professional
A lifelong resident of Ludlow, Joe graduated from the University of Massachusetts Amherst in 1980. After spending some time in the medical field, Joe began his own home improvement business. In 1997, after gaining a good deal of experience in the financial markets, Joe joined EQ Financial Consultants. Moving to Palmer Goodell Financial Group in 1999 with Ed Sokolowski, Joe left to become a partner in Pioneer Valley Financial Group, LLC, in March 2002.
Joe is licensed in Massachusetts, New York, and Connecticut for FINRA Series 6, 63, 7, and 65.
Personal
Joe and his family continue to live in Ludlow, where Joe is active in the local Boys and Girls Club and in his church. He has also coached both basketball and baseball in Ludlow.
Charles Myers
Professional
Raised in a Boston suburb, Chuck relocated to western Massachusetts in 1981, when he graduated from the University of Massachusetts Amherst. After more than a decade in human services management, Chuck began his own retail business. Dissatisfied with the retail world, Chuck joined Ed Sokolowski at EQ Financial Consultants in 1999, working with him there, and at Palmer Goodell Financial Group, until leaving to become a partner in Pioneer Valley Financial Group, LLC, in March 2002.
Chuck is licensed in Massachusetts and Connecticut for FINRA Series 6, 63, 7, and 65.
Personal
Chuck and his family live in Belchertown, where he has been active in the school system, both on a school council and as a volunteer. He coaches basketball for the town's recreation department, and he has been a guest speaker on many occasions for various social and fraternal groups in the area.
Investments are not NCUA Insured and are subject to risk including loss of principal amount invested. Investments are not deposits of or obligations of the credit union and are not guaranteed.
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