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.

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Advisors

Advisor photo for John Maita

John Maita

Financial Advisor

Managing Director
Visit John Maita's website


Team

Cynthia J. Wagner

Cynthia J. Wagner

Registered Client Service Associate,

Practice Manager

Qualifications

  • Series 7
  • Series 66
  • Life and Health Insurance licensed
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