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The financial marketplace can be a complex environment to maneuver through. We have made a commitment to providing sound advice and counseling for the everyday consumer in a place where that service is needed most—our hometown. Over time, our clients have helped us grow and expand our geographical reach to include communities near and far. We provide one-on-one attention and timely communication throughout the financial planning process because everyone deserves a high quality customer service experience.

How do we begin? With a conversation. Through this conversation, we are able to gather information about you, analyze and organize it into an easily understandable format, and work through a step-by-step plan for your future.

Since May 2000, we have been helping people define their financial goals and set a course to make those goals happen.

Meet Our Team

Jeremy Pinnow

Founder/Financial Advisor View Bio

Melissa McNeece

Registered Sales Assistant View Bio

Barb Cassidy

Office Assistant View Bio

Our Services

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Nearing retirement?

Need strategies for managing or sharing your wealth?

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