Bank partners with Community Action on free tax prep

GREENFIELD — Greenfield Cooperative Bank is continuing its partnership with Community Action Pioneer Valley to support the Volunteer Income Tax Assistance (VITA) program.

The VITA program provides free tax preparation services to individuals and families with low to moderate incomes. IRS-certified volunteers help eligible taxpayers claim tax credits, such as the Earned Income Tax Credit, and ensure they receive the maximum refund for which they are eligible.

“We recognize the invaluable work that Community Action does in our community. By partnering with them on the VITA program, we can leverage our resources and expertise to amplify their impact,” Jackie Charron, Greenfield Cooperative Bank’s senior vice president of strategy and implementation, said in a statement. “This collaboration is a win-win for everyone involved and we’re excited to be a part of such a vital initiative.”

Several bank employees attended the VITA kick-off event at Greenfield Community College on Jan. 31. The partnership between Greenfield Cooperative Bank and Community Action will help ensure that more people in the community have access to free tax preparation services.

Financial planning firm celebrates 35 years

SOUTH HADLEY — Certified Financial Planner Andrew R. Beaudry and the team at Private Financial Design have celebrated 35 years of delivering financial planning services to the community.

Since its founding in 1989, Private Financial Design has worked to help clients achieve their financial goals through personalized strategies and expert guidance. Under Beaudry’s leadership, Private Financial Design has grown into a partner for individuals, families and business owners navigating the complexities of financial planning. This milestone reflects decades of building client relationships and adapting to an evolving industry.

Private Financial Design’s team continues to evolve and grow. A native of Greenfield, Certified Financial Planner Ryan T. Cummings joined the firm in April 2023, bringing more than 12 years of experience in the financial services industry. Cummings aims to understand each client’s aspirations, allowing him to tailor strategies that align with their long-term goals.

Shannon B. Asselin joined Private Financial Design in 2014. In 2024, as she marked her 10th year with the firm, she was promoted to operations director. As part of her professional growth, Asselin is pursuing her SIE (Securities Industry Essentials) license, expanding her expertise in the financial services industry.

Marissa E. Coyle has worked at Private Financial Design since 2017. In 2024, she was promoted to director of client operations. Alongside Asselin, Coyle is also working toward her SIE license, with aspirations to transition into a paraplanner role.