“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.
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
LPL Financial Planner & Partner
Principal & Founder
Director of Operations
Director of Investment Research Analysis
Client Service Specialist
LPL Investment Advisor Representative
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