Resources for Our Clients


We provide articles about common financial topics and strategies, market commentary and economics trends.

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Our financial newsletters are designed to provide helpful information on a wide variety of topics in order to keep you abreast of the changing economic landscape.

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If you’re searching for investment guidance or a second opinion, there’s no better time than the present to start the conversation. Our team welcomes you to join us for a no-obligation consultation. We look forward to hearing from you.

Stephen F. Jeffers, CRPS®


Brian McGuinness, CFP®