Products & Services

  • Retirement Plans- IRAs:
    • Traditional
    • Roth
    • SEP
    • Simple plans
    • 401(k)
    • 403(b)
    • Individual(k)
    • And many more specialized plans

  • Accounting & Tax preparation, consultation & representation
  • State College Savings Plans
  • Life Insurance
  • Estate & Trust services
  • Mutual Funds
  • Fixed & Variable Annuities
  • Checking accounts, Money Market Instruments & C.D's


Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Please note that individual situations can vary.  Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.