Founded in 1994, our trusted team has 58 years of combined experience providing financial planning and investment management services. Our staff includes team members that are Certified Financial Planners, Registered Para Planners, MBA's, Notaries and more. Our sole focus is to use our professional expertise to help our clients make great financial and investment decisions.
We regularly adopt top of the line technology to serve our clients seamlessly - in person, online and virtually. Continually improving the way we serve and care for our clients is central to our company culture. Our financial planning process considers all aspects of a clients' financial lives - all assets, liabilities, investments, insurance coverages, business interests, tax issues, estate plans and more.
We regularly adopt top of the line technology to serve our clients seamlessly - in person, online and virtually. Continually improving the way we serve and care for our clients is central to our company culture. Our financial planning process considers all aspects of a clients' financial lives - all assets, liabilities, investments, insurance coverages, business interests, tax issues, estate plans and more.
Reviews (1)
Becky A.
May 23, 2011
Report
The entire staff is friendly, professional and responsive. When you go in, you are greeted by a receptionist that remembers you and calls you by name. Impressive!
Marc Davis and his partner, Joseph Seiley keep us up to speed with investment trends and make sound financial suggestions. We have the utmost trust in the organization and really appreciate the extra work they did when the prior administrator incorrectly allocated some of my funds.
Thank you for getting us on the road to financial freedom. You're the best!!!
Marc Davis and his partner, Joseph Seiley keep us up to speed with investment trends and make sound financial suggestions. We have the utmost trust in the organization and really appreciate the extra work they did when the prior administrator incorrectly allocated some of my funds.
Thank you for getting us on the road to financial freedom. You're the best!!!
