Overview

Led by a Senior Principal Advisor, coupled with one of the industries best Broker/Dealers in Commonwealth Financial Network, our company, advisors, and staff might be a good fit for your firm and its clients. We have great people, great client relationships, a proven process, great planning and products, all to help our clients to orchestrate their financial futures. We work with mass affluent individuals and businesses. We are a fee based practice with thriving growth in both the individual and qualified plans space. We have a CFA, 2 CFP's and a CHFC on staff. I know that we can be the right fit for many firms. Lets have a brief chat to see if there are some synergies.

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