You have our full attention. As your financial advisors, we listen, we care and we understand.

Many of you come to us seeking sound guidance as you make investment choices, especially when experiencing major life transitions. Together, we work to help maximize your assets and income. Our vigilance, knowledge and expertise are always at work on your behalf. We encourage you to take an active role in the planning process as we help you establish and maintain a firm financial foundation.

No two clients have the same financial needs and desires. Circumstances, values and goals guide us as we apply knowledge, experience and committed attention to each situation. It is important that our clients receive the best investment advice and service, at all times.

Our services, which we tailor to you, include:

Goal-Based Financial Planning Full-Service Investment Brokerage Individual and Small Business Accounts Retirement Plans College Savings Programs Custodial Accounts Ongoing Portfolio Analysis and Review Estate Planning Strategies and Trust Services

Flora MacLean Avgeris ~ Financial Consultant ~ Branch Manager

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