Broker Check

Our Wealth Management Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Pre- Retirement Strategies **
  • Retirement Income Planning ** 
  • Estate Conservation
  • Life & Disability Insurance
  • Annuity Products *
  • College Planning
  • Tax Preparation & Planning

* These services are offered by Juliann Longhi and Stanley Warner through their affiliation with H.D. Vest Investment Servicessm and H.D. Vest Advisory Servicessm

**These services are offered by Ann Tracy through her affiliation with H.D. Vest Investment Servicessm