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    About Our Firm

    Dale A. Frank Financial Group’s mission is to help our clients reduce their financial risk, preserve capital and generate the income they’ll need during retirement. Our primary focus is teaching our clients how to save money on taxes, establish risk tolerance, allocate their assets and invest prudently. The professional advisors with our group offer many years of experience and believe that building lifelong relationships with our clients allows us to focus on caring, personalized service.

    Dale A. Frank

    Dale A. Frank is a financial professional and founding owner of Dale A. Frank Financial Group. He has 36 years’ experience in the insurance and annuity industry. He has been featured on WHYN AM radio.

    Dale had a vision 32 years ago that he would someday enable clients to keep their hard-earned investment capital by helping them learn to balance risk with reasonable rates of return. With this conservative philosophy of management, he and his fellow professionals bring many years of experience to the table to help their clients gain confidence in their financial futures.


    Shawn Wrisley

    As an associate advisor at Dale A. Frank Financial Group, Shawn Wrisley works with clients and their families to help them build smart financial strategies to better prepare for their retirement years. Shawn joined the firm’s founder, Dale Frank, in business in 2015. They share a specific vision: to enable clients to keep their hard-earned assets by helping them learn to balance market risk while still growing
    their retirement savings. With this conservative philosophy of money
    management, they strive to help clients gain confidence in their financial futures.

    Shawn worked for a decade in payroll business services before committing to becoming a financial advisor. He now focuses on assisting others with wealth preservation and lifetime income volatility control, primarily serving those living in Massachusetts and Connecticut.

    Shawn passed his Series 65 Securities exam and holds his Life & Health and Property & Casualty licenses for both Massachusetts and Connecticut.
    Shawn is certified in Social Security Claiming Strategies and is a Chartered Federal Employee Benefits Consultant. He earned his Associates degree in marketing from the University of Phoenix, and has been featured in the media for his financial guidance, including Business West, the business journal of Western Massachusetts.

    Shawn lives in Wilbraham, Massachusetts, with his wife, Heather. They are proud parents to two young children, Ryan and Ella, and one dog named Frodo. When Shawn isn’t at the office, he enjoys spending time with his family, playing baseball and auto racing.


    Wendy Leahy, CISR, AAI

    Agency Manager, Financial Services Asst.

     

     

     

     

     


    Lori Meister

    Financial Services Admin.

     

     

     

     

     

     

    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@dalefrankfinancial.com or call us at 413-665-8324 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.

    Complimentary Report!
    "10 Things to Know About
    Retirement Income”

    Discover 10 things you should consider in creating your retirement strategy. 
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    Shawn Wrisley offers advisory services through AE Wealth Management, LLC. Dale Frank offers securities through Madison Avenue Securities, LLC. Member FINRA/SIPC. Dale A Frank Financial Group and Madison Avenue Securities are not affiliated companies.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.