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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI



We are pleased to put our 35+ years of experience to work for you.  As a trusted, family owned company, we keep relationships with our clients a high priority, as well as, delivering an excellent product.  When you call the office, you will talk with a human.  It's true - we want you to call us or stop by to talk about accounts.  





We are offer a wide array of financial products and services and and are committed to providing thoughtful, experienced guidance, and personalized service to enable clients to establish and maintain control over their financial life.  We realize that no two investors are the same.  Our experienced team talks one-on-one with each investor, analyzing financial needs and goals.  Upon completion of this analysis, we can better identify an investor's individual risk tolerance and investment objectives.

We believe that you will be better able to identify your goals and to make sound decisions to help reach those goals with the provision of our sound financial information.

There are risks involved with investing which may include market fluctuation and possible loss of principal value.  Particular investments may not be suitable for certain situations.  Carefully consider the risks and possible consequences involved prior to making an investment decision.  


Services for You

WealthScape Investor
You can have your account or accounts at your fingertips to look at or review at ANY time! Just access your account or accounts by using our Wealthscape Investor.  


Mobile Check Depost
Access your brokerage account(s), view positions, download statements, monitor your portfolio, Mobile Check Deposit and more!!



We offer year round tax service.  Our professional staff will provide personal tax advice tailored to each taxpayer's needs, from the individual tax payer to the small business.  Each tax payers' situation is unique requiring personal interaction to provide the most complete and accurate return.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck