Mission Statement

We help clients bring their personal, business, and financial goals into focus and then recommend actions to meet their goals.  We service the retirement planning, wealth management, and estate/business succession needs of our clients.  We dedicate the full complement of our experience and resources to provide recommendations geared specifically toward the accomplishment our clients objectives and above all we value our clients trust.

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Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,628.90 -2.37%
NYSE Composite 12,416.45 -2.14%
AMEX Composite 2,364.95 -1.65%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
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