A Tradition of Disciplined Investing Since 1929

In a time when many companies, brokerage firms included, are being acquired by larger corporations, we strongly believe that our independence aids in building personal, long-term relationships that result in our mutual success.

  • Professionals who consult with you and perform an in-depth financial analysis
  • Recommendations that are tailored toward reaching your financial goals
  • Constant Monitoring of both client accounts and financial markets


EEPMember of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).

Check the background of this firm on FINRA’s BrokerCheck.