Mission Statement

Our mission is to build lasting relationships with our clients by becoming their trusted financial resource.  We strive to make a real difference in our clients' lives by helping them clarify their objectives and getting them to take action.

 

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Calculators

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Annuity Tax Advantages

    What are the tax advantages of an annuity?

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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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 27,110.80 +0.13%

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All quotes are in US Eastern Time (EST).
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