Categories
Financial Planning and ServicesEstate PlanningInsuranceStock and Bond Brokers
Hours:
Monday -Thursday 8:30 - 5:00
Friday 8:30 - 4:00
Driving Directions:
From Market Street in Smithfield, turn onto South Third Street. We are approximately two blocks on the right.
About Us
We believe that each individual we work with is different, with unique financial goals, needs, and concerns. We are committed to creating a customized financial plan to address each aspect of our client's lives in order to provide a secure financial foundation for both the present and the future. We selected the Bonsai tree as the symbol for our firm because we believe that it reflects our three guiding of Service, Integrity, and Relationship.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
www.finra.org
www.sipc.org
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Highlights
- Investments
- Financial and Retirement Planing
- Insurance
- Estate Planning
- Rollover Services
