Bringing Confidence to Your Investment Planning
We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
About Us
We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
Our Commitment to You
We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.
Partnering with a CFP® professional
We are proud to announce that both Sandy Andrade and Brian Carrion are both CERTIFIED FINANCIAL PLANNER® (CFP®) professionals recognized by the CFP® Board. Giving your money purpose can empower you to spend it on what really matters to you. Whether that is making a major purchase, sending your children to college or providing for a future lifestyle. We as CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP® Board to act as a fiduciary when providing financial advice to a client. This means we have agreed to put your best interests first, so we can provide you confidence today and a secure tomorrow.
Our Location
We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.