Our Qualifications

Our organization has been in operation since 1976. We have recruited and trained a staff that is experienced, knowledgeable, and dedicated to helping clients reach their financial objectives.We have professionals who specialize in each area and are committed to staying current with the latest in our industry to better serve our clients. Our staff and management includes eight registered representatives, including two who hold designation as Certified Financial Planners. Each area also has a trained and dedicated support staff to better serve you, our client.