DISCOVER BETTER BUSINESS AND PERSONAL FINANCES TODAY.

Financial Planning
Financial Assessment
Financial Planning

Don’t just make a good choice, make the right choice.

Our team has a wealth of experience and knowledge to help you reach your goals.

Jane Kaminsky
CFP, FMA

By dealing with each client individually to really find what they’re trying to accomplish, Jane has been able to bring plans together for clients for 18 years. These plans get her clients to where they want to be in their financial lives.

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Carolyn Kaminsky
BRANCH MANAGER

Carolyn’s experience in financial administration is unmatched and means that things are always completed correctly and in a timely fashion. Her wealth of education as a Branch Manager and Life Insurance advisor makes her the perfect person to help every client.

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LETS TALK ABOUT YOUR FINANCIAL FUTURE AND GET STARTED ON THE RIGHT PATH TODAY.