Our Services

  • Fee-Based Personalized Financial Planning, through Investment Advisor Representatives **
  • Full Service Securities Brokerage Services **
  • Individual Life**, Disability, and Long-Term Care Insurance
  • College Funding and Savings Plans **
  • Estate Planning **
  • Employer Sponsored Plan Review
  • Dedicated 404(c) Instruction

 

      ** Securities and advisory services are offered through Cetera Advisor Networks LLC, member        FINRA/SIPC, a broker-dealer and registered investment adviser.  Cetera is under separate ownership from any other named entity.

 

       *Services offered through these strategic partners:

  • Individual and Business Property and Casualty Insurance, through Columbus Insurance Partners Agency*
  • Individual and Group Health Insurance, through direct brokerage services*