Services

If you’re looking for a firm that will focus on your individual needs and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. Tax preparation services offered through Strategic Tax & Financial are separate and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax preparation services.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.