March Breakfast Mingle

On March 18th, a handful of new and existing clients joined our team in our office for a warm, homemade breakfast! Our Saturday morning breakfast mingle was filled with lots of conversations about our services and spending quality time learning more about one another.

Our breakfast mingle provided an excellent opportunity for guests to ask our team of Investment and Insurance advisors questions regarding investments, Medicare insurance, and retirement planning. Whether you are being introduced to our company for the first time or have worked with us for decades and have new questions about our planning services, our breakfast mingles are the perfect platform to ask your questions in a casual setting. For more information on future mingles, please keep checking the home page of our web-site.

View the gallery of pictures below to see pictures from our March 18th Breakfast!


Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: PA, CA, CO, CT, DE, FL, IL, KY, MD, ME, MI, MT, NC, NJ, NM, NY, OH, TN, TX, VA

This Material contains only general descriptions and is not intended as any financial or tax advice. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you.  In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. 



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