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About UsOur approach to investing is straightforward: We focus on becoming your partner in building the future you desire. As we work together, We’ll thoroughly explain the investment strategies we recommend, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want.
To read more about Mary Gonter
| To read more about Paula Dumas
| Mary has more than 24 years of experience in the financial services sector and provides clients with up-to-date information about their accounts and the market. She provides immediate assistance to help you with:
- Scheduling appointments and updating your account information
- Researching documentation and account information
- Deposits, withdrawals, wire and bank transfers from your account
- Questions about your statement or other paperwork
- Tax Documents (1099 forms, year-end statements, etc.)
- Check re-order, check copies, lost checks or Visa card
- Setting up internet access to your account and/or going paperless
Mary’s attention to detail helps resolve any client concern efficiently and provides our client’s with the service and accuracy they have come to expect from our professional team.
| Stacy assists prospective clients with information to begin the financial planning process. She provides technical expertise to enhance the services we provide to our clients. She has earned her a Post Baccalaureate degree in Education and provides our clients with proactive communication with respect to current economic conditions and issues impacting those we serve.
Scheduling appointments for prospective clients
Reserving space at our upcoming workshops
Technical assistance
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1314 East Venice Avenue Suite A Venice, FL 34285 Phone: 941-412-1400 Fax: 941-412-1300 Toll-Free: 800-635-5870 Cell: 941-716-0780 Contact Us
Map & Directions |