About Us
Investment strategies can be very complex. We take a down to earth , roll up your sleeves approach guiding our clients toward a more secure financial future with a broad range of wealth management solutions. Some of the products and services we offer include:
- Annuities(Fixed & Variable)
- Life Insurance
- Long Term Care
- Stocks, Bonds, & Mutual Funds
- IRA's(Traditional, Roth, SEP, Keogh, Simple)
- 401k Rollovers
- Alternative Investments
Mission Statement
To help our clients recover, protect and grow their retirement assets by implementing a customized strategy utilizing the best financial products available. Our focus has always been, and will always be, to do what is right for the client’s best interest while striving to help them reach their goals with diversified investments that match up to their time horizon and risk tolerance so they can enjoy retirement with peace of mind.
Located in the Historic Gryphon Building
Our Team
Our professionals are ready to evaluate and support all your potential investments.
Our Philosophy
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.