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.

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Our advisors

Steven Procaccini

CFP®

Private Wealth Advisor

Franchise Owner
Learn more about Steven Procaccini Visit Steven Procaccini's website

Vincent Procaccini

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Vincent Procaccini Visit Vincent Procaccini's website

William Trond

CRPC

Associate Financial Advisor

Learn more about William Trond Visit William Trond's website