Our firm is a full service insurance, financial services, and tax firm. We cater to a wide variety of clients ranging from individuals to medium-sized corporations. Our staff of partners and advisors specializes in: Group and Individual Health Insurance, Life Insurance, Long Term Care Insurance, Comprehensive Financial Planning, Retirement and Investment Planning, Bookkeeping, Accounting, and Tax.

 

Our firm is an equal opportunity employer that has provided insurance services for over 35 years. We keep our clients best interests by providing more than one product, which allows our clients to choose the best solution for their situation. Our full complement of employees is able to service a continuously growing clientele. An insurance specialist is available and waiting to serve you.