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Specialties
Our thoughtful investment strategy includes identifying your specific, long-term goals, developing and implementing a tailored strategy and maintaining a diversified portfolio of quality investments. And our community-based, neighborhood locations in both large cities and smaller towns make us accessible and approachable in how we interact with our clients to develop these strategies
History
Established in 1922.
Founded in 1922, we are a full-service brokerage firm and a private partnership — a structure that we believe gives us the independence to make long-term decisions that are in the best interests of our clients and associates, without the pressures publicly traded companies face to meet short-term earnings forecasts.
Meet the Business Owner
Chris S.
Business Owner
I help hard working family’s and business owner’s manage their money.