Develop a road map for your money.
- Investment account that belongs to you.
- Can consist of stocks, mutual funds, bonds, and more.
- Traditional & Roth available.
- 5-year to whole time terms available.
- Prepares for the unexpected.
- Protects your loved ones.
- Map out how & when you can retire.
- Develop a holistic financial plan.
- Professional advice to navigate this journey.
- Pool money into a diverse managed portfolio.
- Experienced manager decides best time to buy & sell investments.
- Both aggressive & conservative.
Stocks + Bonds
- Conservative to ultra aggressive investments.
- Invest in up & coming businesses.
- Receive fixed rate of return.
- Personalized accounts to match your portfolio's needs.
- For both conservative & assertive investors.
- Professionally managed.
Meet with our financial advisor1
Geno P. Maino
Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience, and time horizon is an honor and my highest priority. Working together, we will create a customized plan to help achieve three key financial goals:
- Wealth accumulation during your working years.
- Security and independence in your retirement.
- The transfer of assets in the most advantageous manner.