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Our Client Promise

It is our mission to assist our clients in simplifying the process of achieving financial independence by:

  • Seeking to understand their financial goals,
  • Providing objective independent advice,
  • Assisting them in choosing the proper financial and insurance products to meet their needs, and
  • Developing a meaningful, long-term relationship through value-based planning.

We are an Independent Financial Services Firm.  We offer services to individuals, families and businesses primarily located in Western Pennsylvania, while also offering securities in the states of Ohio, Delaware, New Jersey, Maryland, Florida, North Carolina, South Carolina, Virginia and Nevada.

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