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Providing insurance and investment services since 1976

Our Mission

Simple. To maintain customers, for life. Our business has been built upon referrals from friends, business associates, and most importantly, our current clients. As such, our main goal is do the right thing for each client as an individual. Whether you are knowledgeable in financial investments or if you are just a beginner, we will make every effort to ensure that you understand all aspects of the investments you wish to pursue. By educating you about the financial process, we hope to empower you and increase the comfort level you have with your financial position. It’s all about quality of life, and we hope to assist you in reaching your financial goals.