Business Description

We help our clients make informed financial decisions so that they can achieve financial success. We will analyze and then design a personalized retirement plan based on the needs of your family. As things change (tax laws, interest rates, your health, etc), we will recommend adjustments as needed. Our team offers 45 years of combined investment experience. As a client you receive the type of personal service often missing. When you call us, real people answer the phone, No voice mail during business hours. And we make it a point to return your phone call before the end of the day. We are thankful that we have enjoyed many client relationships that have lasted over 20 years. In fact we have been the trusted advisor for the 1st, 2nd and in some cases the 3rd generation of our clients. We strive for client satisfaction as the single greatest indicator that we are succeeding in our mission of preserving your capital and your wealth.

General Information

Gender:

Male

CRD#:

1220492

Years of Experience in Financial Services:

Services

Investment Types:

Stocks Mutual Funds, Bond Mutual Funds, Bonds, Other, International Investments, Annuities, Stocks

Qualifications & Memberships

Certifications, Accreditations & Designations:

Accredited Asset Management Specialist, Certified Financial Planner

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Fee % Based on Assets:

1.5

Prepared By: