Having a trusted financial partner who genuinely cares about you and your financial well-being can make a meaningful difference in your life. We want you to be comfortable with the guidance we offer and enjoy the confidence of knowing that we are looking out for you and what’s best for your life. We welcome the opportunity of working together and treating you like family.

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“An advantage of having a multigenerational team is continuity. Our clients and their families can count on our guidance far into the future.”
Michael S. Taras, CFP®, CRPC®; Financial Advisor