- CERTIFIED FINANCIAL PLANNER ™ (CFP®)*
- Accredited Investment Fiduciaries (AIF®)
- Certified Fund Specialist (CFS)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
*Brent Kalka, Susan Garbarino, Kathleen Hosty
A wealth management plan is built around goals, dreams and a vision. A successful financial plan is one that takes time, specialized attention and is developed through active participation of both the client and advisor. With over 100 years of combined experience, our team of professionals works closely with you to develop a financial plan that reflects your goals and addresses your priorities. A good plan is not just about today, but also considers where you want to be throughout your life. Check out our investment professionals backgrounds on .
Through ongoing education, sound investment strategies, and a strong sense of teamwork, we enter into a dynamic partnership with every client to best guide their financial investment and insurance planning needs. We are able to collaborate with Certified Public Accountants who can assist to identify tax implications of financial planning choices and in turn, suggest tax management strategies.