Advisor at Pioneer Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pioneer Financial, Inc.
Location
South Hadley, MA 01075
Credentials
Series 66
Industry experience
20 years
Edward Wall is the owner and sole advisor at Pioneer Financial, Inc. in South Hadley, MA, with 20 years of industry experience. He holds the Series 66 designation and has been with Pioneer Financial since 2004. In addition to investment advisory services, he provides tax preparation and accounting through his firm. Pioneer Financial, Inc. offers discretionary portfolio management primarily for individual investors and non-profit organizations, combining investment advisory services with tax preparation and insurance activities. The firm employs a goal-oriented approach using fundamental analysis, ongoing monitoring, and monthly account reviews.
Based on Pioneer Financial, Inc.
1.00% annually for portfolio management; 0.80% annually for third party money management programs
Insurance commissions are earned by firm representatives licensed as insurance agents; separate from advisory fees
Account minimum: No minimum stated; however, firm may terminate accounts deemed too small to manage effectively
493 Newton Street
South Hadley, MA 01075
Massachusetts
Pioneer Financial, Inc.
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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