About
We are a small, client-oriented, independent team of financial professionals that focus on offering customized financial solutions to our clients.
We are independent, financial professionals not employees of an investment or financial services firm. As independent business owners, we have the freedom to structure our business in a manner that best serves our clients. Our commitment to high quality services and our ability to tailor solutions to each client's needs produces enduring relationships. We will provide you with the education and the customized financial options that you need to see your investment and financial objectives become ...
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Current Hours
- Sun CLOSED
- Mon 8:00 AM - 5:00 PM
- Tue 8:00 AM - 5:00 PM
- Wed 8:00 AM - 5:00 PM
- Thu 8:00 AM - 5:00 PM
- Fri 8:00 AM - 5:00 PM
- Sat CLOSED
-
Sat CLOSED
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Detailed Information
- Location TypeNA
- Opening Date1985
- Annual Revenue Estimateunknown
- SIC Code show
- Employees5 to 9
- Contactsshow
- Managing Partner Ross Thorfinnson
- Managing Partner J Daniel Sullivan