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People should manage money. Not the other way around.
What makes a firm different is the leadership and the team they lead.
Peter McClellan
Lead
Advisor
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Lori Nickel
Director of First Impressions
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Sarah Lambert
Operations
Specialist
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How we meet the needs of our clients:
401(k) Rollovers
Financial Planning
Investment Management
Life Insurance
Long-Term Care
Retirement Income Planning
Traditional Savings Methods
Tax Advantaged Methods
IRC Sec. 529 Qualified Tuition Plans
Coverdell Education Savings Plan
Home
Meet the Team
How We Can Help
Resources
Blog
Events
Contact
Account Lookup