Sound investment advice is critical when it comes to securing your financial future, and our firm is dedicated to ensuring that you have the advice and objective point of view you need to help you achieve your financial goals.
Our financial experts will work with you to help you access the professional financial advice you need and to help you select the best financial options for your unique situation. Working with your trusted investment advisor or one that we refer to you, our firm can ensure that you can take advantage of customized retirement plans and investment strategies that support the growth and protection of your assets.
If you are looking for a true financial partner to help you plan and achieve your long-term investment and retirement goals, contact our firm today. We'll help you establish—and stay on—a sound financial path that will benefit you now and in the years to come.
We’re hearing from a number of clients that they are receiving phone calls from the “IRS”. Usually it sounds as if they are calling from a call center and the speaker’s English is heavily accented. They are aggressive and attempt to scare you with a statement of impending doom or utmost urgency – “the sheriff is coming to arrest you”,...
In other staffing news, we are pleased to announce (somewhat belatedly) that Deborah Wamser has joined the firm as an accountant. Debbie brings experience and organization to the firm and is a welcome addition. She’lll be working with our business clients and also assisting Ray with Firm administration. You can contact her at our main number, extension 116, and her email is
Heather Chalmers has left the firm effective today, July 18, 2014. We wish her well and continued success after almost 10 years of service with the company.