Our Services

  • 401K Rollovers
  • Investment Management
  • Retirement Income Strategies
  • SERS & TIAA-CREF Pension Analysis
  • Insurance and Annuity Products
  • Long-Term Care Insurance
  • PSERS Pension Option Analysis
  • Tax-Favored Investments

As your financial advisor, we take into consideration your income, debt, expenses, and investments.

We show you how to manage your money to help meet your short-term needs and long-term goals while striking the right balance and protecting what you have and those you care for.  We will work with you to identify your most pressing financial concerns.  Then, once your goals have been established and prioritized, we will employ appropriate strategies to help achieve your goals and objectives.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.  We can help you execute a sound financial program utilizing a wide array of products and services.

5727 Business Route 209
Sciota, PA 18354 
Map and Directions
“

People don't care how much you know, until they know how much you care.

John Sobrinski, Sr.
“

If you fail to plan, you plan to fail.

Benjamin Franklin