“Don’t just let the future happen – plan for it” - Bob Brochu
We use a team approach to help clients navigate through the complex financial services world.
As a 3rd generation family business we understand the importance of family and treat our clients as part of ours.
LPL Financial Planner & Partner
Principal & Founder
Director of Financial Planning & Chief Operating Officer
Client Service Specialist
LPL Financial Planner
Chief Investment Officer & Director of Research
Client Services Assistant
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."