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Our Team

Chad Quenneville, Jeff Weeks, John Fromularo, Pam Fox, and Courtney Garoppo

Click here to learn why we do what we do.

From Dreams… To Goals… To Flexibility… To Confidence

Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.