Marc, Bob & Greg team up to handle clients. Marc, an AIF, is in the 401(k) arena & tax services. Bob & Greg are in the wealth management services.
Financial planning, fee based services, and personal customer service is the hallmark of our organization. Combined experience in excess of 80 years in financial services WITHOUT A SINGLE U-4 DISCLOSURE.
We are looking to help advisors that want to retire and ensure that their clients are well cared for.