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.
Meet Our Team
![](mediahandler/media/418372/2_188x263.jpg)
Richard Vega, CLU
Financial AdvisorVice President - Investments
![](mediahandler/media/418386/20211110_151441.jpg)
Joel Sanabria
Financial AdvisorVice President - Investments
Why Invest With Us
![Why Invest With Us](mediahandler/dynamicmedia/89248/Free_Section_Hands_589x303_(377x197).jpg?width=378&height=198)
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.