We work with our client’s children, parents, grandchildren and grandparents who benefit from:
- Combined 40 years of professional financial experience,
- Both female and male perspective, and
- Opportunity for clients to work with both of us, or either of us
Please click here to find out more about our partners:
- Susan Schell, CERTIFIED FINANCIAL PLANNER™ Professional
- Dominick J. (D.J.) Panetta, CERTIFIED FINANCIAL PLANNER™ Professional
Here is a link to the Financial Industry Regulatory site with more information about Professionally Registered Representatives: BrokerCheck.
Click here to contact us so we can begin or if you have any questions.