We are a locally owned and operated independent Financial Investment Services Firm. It is our goal to provide solid financial solutions. We base our advice on what is appropriate for our clients. As an independent Firm we have no allegiance to any company or product.
We believe developing a personal relationship is essential in our business and we are always available to meet you face to face in our offices, your home, or place of business.
Rudolf Van Oeveren, President
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Michael Murray, Director of Operations
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Chris Feazel, AFLAC District Sales Coordinator
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Eileen Flynn, Office Manager
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Jody Curtin, Administrative Assistant
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