In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Alfred Schofield

Alfred Schofield

Branch Manager

Vice President
Visit Alfred Schofield's website
Paul C Probolus

Paul C Probolus

Financial Advisor

Vice President
Visit Paul C Probolus's website
Anthony Salerno

Anthony Salerno

Financial Advisor

Visit Anthony Salerno's website

Team

Stephanie Rolfe

Stephanie Rolfe

Registered Client Service Associate