Jonathan Stearns has been my Financial Advisor for several years. His advice has been thoughtful and tailored to my best interests. He is conscientious about returning calls which I find extremely helpful. He is realistic in understanding the Market Place. It is a pleasure to be his client.

Ms. Robbins,
Retired

 

We offer and manage a number of select 529 college savings plans to assist our clients in their educational savings needs. We conduct due diligence reviews of the plans we offer on a quarterly basis.

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We Also Provide These Following Services.

Asset Management

Risk Management

Estate Planning

Financial Planning

Investments Offered

 

 

 

     
 

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