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Services

We take pride in the service we provide our clients. Our personal touch can be found at every corner, from promptly returning phone calls, to recognizing our clients voice on the phone, to a carefully crafted financial plan. We take the time to answer any and all of our clients questions and to assist them with all of their financial planning, management and investment needs.

Managing Client's Financial Affairs

Effectively Managing Client Accounts

Investment Management

Risk Management and Insurance

Retirement Planning

Trust and Estate Consultation

Financial Planning

Long Term Care Insurance

College Savings Strategies