WE ARE KNOWN FOR OUR HIGH QUALITY OF SERVICE!!!
- We offer complete Retirement and Financial Planning to people of all ages.
- We do not charge for a consultation.
- We believe people should never be pressured into making financial decisions. With so many different accounts and investments available, we like to take our time with these decisions and help clients make good, informed investment choices, at their pace.
- We are known for the service we give to our clients. Any call to either of our offices between 9am-5pm, Monday through Friday, if not personally answered, will be returned that day! We do not believe in automatic phone systems where clients have to push buttons to get the service they need or be left on hold during their busy day.
- Along with periodic account statements, we personally write and provide Quarterly Economic Newsletters to keep our clients informed of what is going on in the investment world and how these things may affect your accounts.
- If we see any new opportunities that may benefit our clients, we contact them immediately to inform them. If we feel that our client’s accounts may be negatively affected by current events, we contact them immediately to recommend any changes or reallocations to help them manage their accounts. We certainly realize that the investment world has its ups and downs, so, we want our clients to know that we fully intend to be with them through thick and thin, helping them make any necessary account changes.
- We pride ourselves in giving completely objective, financial advice. Being independent, we can use a multitude of available investments. We don’t have any proprietary accounts and are not associated with any particular investment company!
- We will help you reallocate any of your current accounts, including your 401K or any retirement accounts at work.
Dean G. Campbell, President
Gina R. Tropea, Vice-President