Overview

We are a client-centered, full-service financial firm. We work for our client, not an insurance or investment company. Our team offers guidance for a variety of life planning needs based on their goals and circumstances. Much of our time is spent listening to and learning about our clients. We are committed to our clients' financial success.

We would like to either purchase a book from an advisor who is retiring/exiting the business OR merge with an advisor who enjoys prospecting for clients/meeting with clients. We have an in-house portfolio manager (B.A., M.A. in Economics, ChFC) versus using third-party money managers.


Last Activity
6 months or more

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