Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for Bill Gurnani

Bill Gurnani

MSFS, CFP®, ChFC®, APMA®

Financial Advisor

Vice President
Visit Bill Gurnani's website


Team

Cynthia Wagner

Registered Client Service Associate,

Practice Manager

Qualifications

  • Series 7
  • Series 66
  • Life and Health Insurance
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