FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
3445 Winton Place
In our personal lives giving back to our community, volunteering at church and coaching our daughters’ teams are very important to us. In the past, we have participated in the March of Dimes walk as a company with the support of our clients, but we plan to do more going forward. Please come back to see all that we have done to give back as we plan to update this page with events
Due to COVID, the National Kidney Walk went virtual this year. We held our own walk at Channing Philbrick Park and thank everyone that walked with us, helped raise awareness and made donations to the tune of $1,300!
Thank you to everyone that made the walk successful and fun! Below are a few photos from our walk with our great teammates.