Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

Frank N Szafranski

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Frank N Szafranski's website

Nicole Portolos

Associate Financial Advisor

Visit Nicole Portolos's website


Team

Jill Szafranski

Financial Planning Analyst

John P. Quinn

Paraplanner

Daniel Socha

Client Service Manager