Our Mission

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Qualifications

Our Qualifications

Mr. Bucciferro has over 20 years of experience in the financial service industry. He has previously worked in the brokerage operations back office at a large national bank. He began his financial career in the Eurodollar futures trading pit at the Chicago Merchantile Exchange.

The industry licenses that Mr. Bucciferro has are the Series 7, 66 and 63, as well as life insurance and annuity. There are no events reported on his U-4.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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