Our Qualifications

Jeff Harrold, Roger Jones and Dan Trerotola have each been working with individuals and businesses for over 25 years.

Each of our advisors has extensive personal and professional experience.

We are licensed in several states to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

Call us to see how we can help you pursue your financial goals.