A: We offer a wide array of financial services including Retirement Planning, Risk Management, Wealth Management, and Business Services, tailored to support individuals, families, and businesses in achieving their financial goals.

A: Our approach involves understanding your personal situation, helping you in identifying your goals, and understanding your risk tolerance. We establish long-term relationships and communicate openly to create a strategy tailored just for you.

A: We combine over 52 years of industry experience with a fresh, energetic approach, providing personalized solutions and developing relationships that span generations. Our services are rooted in thorough understanding and trust.

A: New clients can expect an in-depth discussion about their circumstances, goals, and concerns. We prioritize understanding you fully before discussing strategies, ensuring that all solutions are meticulously tailored to your situation.

A: Simply get in touch with us and let’s begin the journey! We’re eager to learn about your personal situation, dreams, goals, and work with you in order to help you and your family best.

A: Our clients enjoy an ‘open-door’ communication policy, annual/semi-annual in-person meetings, a personalized financial website, risk management assessments, wealth management goal calculations, and more as part of our proactive review schedule.

A: Absolutely! Our site is enriched with educational videos, articles, slideshows, and calculators to help you learn more about various investment concepts and products.

A: We engage in comprehensive risk management assessment and reviews and offer various solutions to help protect and ensure your financial stability is secured against unforeseen circumstances.

A: We provide a robust set of wealth management solutions tailored to each client including Corporate Retirement Plans, Investment Strategies, Asset Allocation Strategies, Retirement Plan Servicing, and Estate Planning Strategies.

A: Absolutely! We offer Business Services which include Business Transition Planning, Buy-Sell Funding, Qualified and Non-Qualified Retirement Plans, and Group Benefits.

A: Yes! We are thrilled to have launched a new branch in Vermont, expanding our expertise and welcoming new clients to experience our tailored financial advisory services in the Northeast Kingdom.

A: Customer satisfaction thrives at the forefront of our reputation. When our clients are genuinely confident in their financial stability, we know we’ve done our job.

A: With our longstanding office in Florence, Massachusetts and our exciting new branch in Vermont’s Northeast Kingdom, we’re positioned to assist clients in both locales with all-encompassing financial advisory services.

A: Yes, all our clients receive access to a personalized client website. Here, you can explore, monitor, and interact with your full financial picture including external assets seamlessly.

A: Our professional team provides strategic estate planning strategies, ensuring that your wealth is managed and distributed according to your wishes, effectively navigating through the complexities of estate management.