Blog

Certior Update: MEDICARE CARDS AND PAYMENTS IN 2018

Fred Weiner | Thursday, March 15, 2018

The Center for Medicare & Medicaid Services (CMS) has announced that starting in April 2018, they will be removing your Social Security Number from Medicare cards to prevent fraud, fight identify theft, and keep taxpayer dollars safe....

Why You Need an Estate Strategy

Wednesday, June 28, 2017

Full Size Version

Are we Right for Each Other?

We value our relationships with our clients. We want to focus our attention and resources on you
without compromising the quality of our services. So, we are selective when we establish new client relationships. We find that our clients generally share these characteristics:

They understand the value of working with a financial advisor – someone with whom they can
develop a dynamic relationship to build and preserve wealth.

They appreciate our highly personalized approach to organizing, planning, and succeeding.
They are goal driven and are willing to work with us to fulfill those goals.
They are passionate about their lives and are people with whom we enjoy spending time.
They are compassionate individuals who believe in making a difference in the lives of others.

Office:	2152401263
Office:	215-240-1263