By combining our knowledge and experience in financial services with our focus on building lasting relationships, we are determined to deliver sound investment and insurance strategies that can help you take control of your financial future. Our education and experience helps us communicate complex issues and analysis clearly. We will skip the jargon. Because we want you to be comfortable with the program we develop, we'll work collaboratively throughout the entire process. With the ongoing growth of our financial advisory businesses over the past decade, this has led to accumulating a clientele base that required us to expand our capacity by shifting from the ‘solopreneur’ advisor model into forming an advisor team. The appeal of the team model is the potential to both improve operational productivity through delegation of tasks, expand service with a broader range of expertise, and train and develop next-generation financial advisors in the business. Teams grow faster than sole practitioners because they do the fundamental things that drive growth, allowing us to manage fewer accounts creating deeper relationships and lifelong clients. Thanks for visiting.
We are Here For You. We understand your situation.
The most important work we do is getting to know who you are. When we work with people as individuals, not dollars & stats, that’s when we are able to deliver on our mission.
Professionals You can Count On. We educate you on your options
When you have personal and practical questions, we will be ready with answers about the options that can help you make best decision. We believe in giving you the knowledge and time you need to understand the performance and progress towards the goals you’ve committed to us.
Evolving With You. We stay connected .
As the world and your goals change overtime, your financial strategy should as well. With advice designed for you and investment platforms built to meet your needs at every stage of life, we help you secure your well-being, so you can live the life that is most meaningful to you.
20397 Route 19, Suite 238
Cranberry Twp, PA 16066
Phone: (800) 476-9150 ext 1
100 State Street
Erie, PA 16507
Phone: (800) 476-9150 ext 8
350 Essjay Road, Suite 300
Williamsville, NY 14221
Phone: (800) 476-9150 ext 6