Our Clients

Our typical clients are:

  • Approaching or in retirement
  • Individuals who value honest and objective financial advice
  • Open to working with professional advisors
  • Highly successful business owners, entrepreneurs and professionals

Our typical clients possess the following values:

  • A strong love of family and friends
  • Responsibility
  • Integrity
  • Personal morals, values and core beliefs
  • Community involvement
  • A vision for their personal and business life
  • Respect

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 29,196.04 -0.52%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.