Financial Solutions is a team of like-minded investment professionals who recognize an under-served clientele deserving of special care and attention. While people sometimes perceive security or better advice from larger Wall Street firms, the industry continues to move towards “Client First” smaller firms with the same access to market information, technology and service offerings. These firms offer independence and are not bound by volume goals or proprietary product.
In 2012, our firms came together to improve the depth and breadth of our team, service levels, and planning experience. Together we will continue to develop a financial framework that will help guide your narrative in life.