Overview

We are primarily a fee based financial planning / financial consulting firm. Our clientele consists of individuals, families, corporate retirement plans, and corporate investments accounts. We are currently in the process of renovating an additional 1,200 square feet of office space in order to add more Financial Advisors. Our broker dealer is Commonwealth. We have been with them since June 2014 and they are a perfect marriage for our financial services practice. If you are looking into other broker dealers and need office space, feel free to contact us. ___-___-____ or ___

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