Who we are

We are an insurance and financial services firm committed to helping our clients improve their long-term financial success.  Our customized programs are designed to maximize, protect, and conserve our clients' wealth by delivering an unprecedented level of personalized service and expertise.


Our clients are people of high character who care deeply about their loved ones and have the discipline to make the strategic decisions today that will help allow them to reach their future goals.


 


 

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  • Know Your Mutual Funds

    Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.

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Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,370.10 +0.67%
Dow Jones Transportation 9,756.75 +1.55%
Dow Jones Utilities 705.47 +0.36%
Nasdaq Composite 7,084.46 +0.71%
Nasdaq 100 6,718.45 +0.75%
NYSE Composite 11,994.45 +0.73%
AMEX Composite 2,472.39 +0.53%
PHLX Semiconductor Index 1,200.76 +1.14%
OSX Oil Service Sector Index 94.95 +1.11%

[ Markets | Charts | Quotes | Portfolio ]

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