CONNECT

Address:

281 E Grove St
Clarks Green, PA 18411

Phone:

570-585-4100

Fax/Other:

570-585-4119

Our Services

We offer comprehensive  portfolio management services. Financial goals can vary greatly from one investor to another. Having access to a wide variety of investment vehicles and knowledge allows us to help clients and businesses towards achieving their goals.

Clients have access to the following products and services:
 

  • Stocks
  • Institutional Money Managers
  • Bonds
  • Annuities
  • Options
  • Life Insurance
  • Mutual Funds

 

  • Fee-based Services
 



With

Our goal is to make
you feel secure at every
level of your climb.

 

 

 

Investing is only one part of your financial life. There are other important factors in financial planning. We work closely with other professionals to ensure a well-rounded plan. We encourage collaboration between financial advisors, attorneys, and accountants. This promotes a healthy, unified strategy.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck