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Committed to Helping You Achieve the Highest Return on Your Investment

Welcome and thank you for visiting our website. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section).

Please feel free to contact us with any questions or comments you may have - we would love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

Our office hours are 8 am to 5 pm Monday - Friday from February through April 15, and 8 am to 5 pm Monday - Thursday from April 16 through January. Please let us know if you need an after-hours appointment, and we will do our best to accommodate you. For holiday closures, see the calendar on the Info Center tab under Events Calendar.

Our phone number is 704-633-8833.