Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Advisors

Advisor photo for Anthony J Bruno

Anthony J Bruno

Private Wealth Advisor

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Team

Kimberly Apice

Kimberly Apice

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Qualifications

  • FINRA Series 6 and 63 security licenses
  • Life, Health, Variable Insurance licenses
  • 18 years of experience in the financial services industry

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