Financial Planning

We have aligned with one of the most respected independent broker-dealers in the industry, Cambridge Investment Research, Inc. (Cambridge). Through our relationship with Cambridge, we provide a wide range of services including investment advice, managed accounts, and financial planning. Together, we offer you the benefit of working with an independent financial advisor and access to industry-leading investment options and resources. Our services include:

 

  • Stocks
  • Bonds
  • Mutual Funds
  • Managed Accounts
  • Investment Recommendations
  • Financial Planning

Our Financial Planning Team

David R. Stromecki

CLU®, ChFC®, CIC

Patty Johnston

Administrative Assistant

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