Broker Check

Products and Services

How We Operate

We will work closely with you to understand your risk tolerance, needs, time horizon, and goals. With that information, we will work together to build a strong financial plan for your future.

We specialize in providing assistance in the following areas:

Strategic Planning



Tax Management

Retirement Income

College Saving

Estate Plan Funding

Insurance Products

Life and Health

Disability Income

Long-Term Care

Investment Products

Managed Accounts

Brokerage Accounts

Traditional IRAs

Roth IRAs

Variable Annuities

529 Plans

UTMA Accounts

Business Planning



Executive Benefits

Group Life and Health

Group Vision and Dental


Short- and Long-Term Disability

Senior Products

Medicare Education

Medicare Supplements

Medicare Advantage

Prescription Drug Plans

* Securities offered through Park Avenue Securities

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 330-493-3211 x140

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