Our Qualifications

John and Joe have a combined 50 years in the financial services industry serving individuals and businesses needs.

John holds a Chartered Financial Consultant designation from the American College and has been practicing in the financial services industry since 1972. Joe has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1996, is a Registered Principal and holds 7 Securities registrations. 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.