Whether you’re investing for retirement, a child or grandchild’s college expenses or another investment goal, you’re depending on steady growth for your investment dollars.  To build wealth wisely and securely, it takes an investment consultant who can understand your current financial position and develop a strategy for a well-balanced portfolio.  Our experience, our insight and our integrity all combine to formulate strategies that are uniquely yours, customized to meet your needs and expectations.

We are able to offer a wide range of  investment products and services for every investor.

Fixed Annuities 

Retirement Planning

Variable Annuities 

Tax-Advantaged Investing

Stocks & Bonds 

College Planning

Mutual Funds 

IRAs/Roth IRAs

Long Term Care Insurance

Pension/Profit Sharing Plans

Life Insurance

SEP and SIMPLE Plans

Disability Income Insurance                 

401(k) and 403(b) Plans

Estate/Inheritance Conservation

Karen L. Serangeli

Branch Principal

Director, Investment Services