Christopher Conti, Financial Advisor

Investment Planning is about choosing the most appropriate investment solutions, understanding the risks, making best use of tax allowances and achieving a true level of diversification. Everyone's needs and goals are different. That's why my business is personal.

Whether you are just getting started with saving and investing, have multiple accounts from former employers that you would like to consolidate, or you are entering or in retirement and looking to ensure that you do not outlive your savings, my team and I are here to help.It's a statement we've all heard referenced in many areas throughout our lives.

It's one of those things that most Americans have, but the majority don't understand anything about. Would you like to hear a fun fact? When I ask new clients how they chose the investments in their current 401(k), most of them tell me that they asked a coworker or their boss because they are "good at stocks ".

Do you rely on your paycheck to pay bills, support your family, fund retirement or cover expenses? What if you became too sick or hurt to work, and your income suddenly stopped? If you would still need your income, then you should protect your income NOW. What is your plan in the event that you need long term care?

Whether you're looking to offer your employees a comprehensive benefits package, protect your business from the unexpected, or plan for life after the business, my team and I can help. With our experience and knowledge of the business market, we can assist you and your employees with new ways to enhance your financial well-being.

I often say that "my business is personal". Why? Well, because for me, it is. As a Financial Advisor at with over 20 years' experience in financial services, I have had the pleasure of helping a lot of great people through various stages of their life. Looking back, many of the individuals that began as clients, have become close personal friends as well.