Thoughtful financial planning begins with you
Our work starts with a conversation. Whether it’s in our office or at your dining room table, we facilitate a discussion that captures your hopes, dreams and concerns. Combined with our team’s collective 70 years of experience in the financial services industry, we’ve found this approach yields both thoughtful and productive financial strategies, and ensures your wealth is managed in a way that’s meaningful to you and the future that lies ahead.
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Our new partnership
Our affiliation with Raymond James ensures independent and high-quality service for clients.
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A personal tailored approach
Each client deserves a financial strategy that’s customized to their individual needs and aspirations.
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Insight for investors
Helpful market commentaries, calculators and checklists for the proactive and curious investor.
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1000 Commerce Park Drive, Suite 402 Williamsport, PA 17701 T: 570.979.2000 | TF: 877.203.9589 F: 844.760.8221 | Map & Directions
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