Lisa Patzer

Administrative Assistant

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Nicholas “Cole” McGuire

Junior Associate

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Schedule an Appointment

Get in touch with one of our experts and meet for a one-on-one personalized consultation. We will provide an analysis of your current financial situation and help:

  • Identify financial goals and concerns
  • Illustrate what is being done to reach your goals and deal with concerns
  • Identify gaps, if present, and offer solutions to fill them
  • When is the best time to meet with you?
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