As an independent firm, we are not tied to proprietary products, sales quotas, or conflicts of interest. Through our advisors’ relationships with Securities America, we have access to a wide range of investment products, advanced technology, and market research, all of which helps us better serve our clients.
As every client’s situation is unique, we believe that they deserve to experience the benefits of a comprehensive, client-centered, and personalized financial consulting. Our role is to provide wisdom, experience, and resources to empower them make informed financial and life decisions. By building a long-term relationship based on trust, we can help our clients identify their goals and discover the life that they have been working hard to achieve.
Bernadette Brown
Registered Representative, Securities America, Inc.
Anthony Gennaro
Registered Representative, Securities America, Inc.
Richard Petro
Registered Representative, Securities America, Inc.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.