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<span data-metadata="<!--(figmeta)eyJmaWxlS2V5IjoicGU1VlVwRktiSGNmOXluaFFRQUNqNSIsInBhc3RlSUQiOjkzOTg2MDE3MywiZGF0YVR5cGUiOiJzY2VuZSJ9Cg==(/figmeta)-->"></span>Building Trust With Personal Connections<br/>

Building Trust With Personal Connections

As a family-run business for over 30 years, our legacy of commitment to our clients remains strong. We aim to foster personal connections that promote lasting, trusted relationships. Together, we’ll chart a steady course to pursue your greatest aspirations.

<span data-metadata="<!--(figmeta)eyJmaWxlS2V5IjoicGU1VlVwRktiSGNmOXluaFFRQUNqNSIsInBhc3RlSUQiOjEwODkzNTM2MDIsImRhdGFUeXBlIjoic2NlbmUifQo=(/figmeta)-->"></span>Unbiased Solutions for Informed Decision-Making<br/>

Unbiased Solutions for Informed Decision-Making

As experienced CFP® and ChFC® advisors, we stay current with the latest industry trends and regulations to bring clients the most relevant advice. Our unbiased advice helps clients make informed decisions that align with their goals, despite market turbulence.

Connect With Passionate Advisors Who Work for You

Discover how our flexible solutions and unbiased advice can help you pursue your goals with confidence. If you’re ready to work with a dedicated team of advisors who prioritize your needs, get in touch today.

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Personalized Solutions for Your Needs

Every client is different. Our comprehensive services have you covered through all of life’s stages.

Financial Planning

We'll help define your goals, then create a flexible solution to keep you on track despite market shifts.

Tax Planning

We’ll help you identify potential ways to reduce your tax burden and maximize savings.

Retirement Planning

Enjoy the retirement lifestyle you deserve with tailored solutions to keep your money working for you.

Early Career Program

We give new hires a fresh start by providing essential tools and resources to navigate your finances.

Explore our Services here. 

Financial Tides

Our Financial Tides podcast is your essential tool for navigating the financial landscape. Led by our CFP
® and ChFC® expertise, we're committed to delivering invaluable insights to our clients. This means crafting personalized strategies to empower you through market fluctuations, ensuring you feel confident and secure in your financial journey.

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Experienced Guidance for Life’s Stages

Our Highly Skilled Team

Taylor Parrillo

Taylor Parrillo, CFP®

Financial Advisor

Amanda  Endersby

Amanda Endersby

Associate Financial Advisor

Resources To Boost Your Financial IQ

Tap into our comprehensive learning hub and discover resources to empower yourself financially. We believe in the power of knowledge to make well-informed decisions.

Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
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5 Benefits of Working in Retirement

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.
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Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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