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Pittston Office

1216 Main Street

Pittston, PA 18640

Wyalusing Office

34 Main Street

PO Box 309
Wyalusing, PA 18853

November 2020 Covid-19 Update:

Our Wyalusing and Pittston offices are available to assist with all your needs, however we will once again be implementing phone appointments and limited access to our offices for the safety or our Staff and Clients..

 We appreciate your continued loyalty and patience, and will continue to keep you informed of changes as they occur.

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It's Time to Think Differently About Your Money

We stay focused on market trends, so you don't have to.

Where You Are

Where You Are

We create financial strategies tailored to your goals.

Where You Want To Be

Where You Want To Be

Years of experience have prepared us to guide you through your life transitions.

How You Get There

How You Get There

We believe values matter, and we live by ours every day.

Your Financial Future

Your Financial Future

Today’s economic and tax environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

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