Independent for You

Being an independent financial services firm allows us to offer you:

• Customer Service where the local number is answered by someone who most likely knows your name
• Extensive industry resources
• A wide array of financial products and high quality services
• Access to products only available to you through a registered representative
• Solutions customized to your individual needs, not tied to proprietary products or a single company
• Monitoring and follow up that allows you to proactively adjust to changes in your portfolio and the market