Our business is built on a foundation of thoughtful client relationships.
Pictured here are:
Jen Stiokas, Client Services Coordinator
Connie DiNicola, Income Tax Principal
Kenneth J. Harzynski, Investment Principal
Pina Formicola, AWMA, AIF Wealth Manager/Director of Research Analysis
Mary Beth Doyle, Office Administrator
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.