Our Qualifications

We have been working with individuals and businesses in the area since 1969.  Our Investment Advisors have extensive experience helping individuals and businesses.  When added to our multiplicity of educational and experience related knowledge, it adds up to make our branch a powerful resource for you.

Many of our Investment Advisors hold other professional designations, and all are qualified representatives, licensed to help you with a variety of investment and insurance products.  Included among our associates are representatives who can assist you in other areas as well.  We work with two CPA firms, one Tax Accounting Firm and one Employee Benefits firm.

We are dedicated to developing lasting relationships with all our clients.  We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services.  The personalized programs that we provide are roadmaps to help you pursue [work toward] a more secure financial future.