Broker Check


Time and expertise: We make a point to return all communication within 24 hours. Most responses are within the hour for simple questions. Expertise comes in the 80+ years of combined industry experience that the two founding partners share; Carlo Marano and Gerald Mirra.

The role of professional advisors: Registered Investment Advisers have time, knowledge and skills to help design, monitor and implement and update complex financial plans--and the ability to provide strategies few can access unassisted.

Independence: Independence gives us the opportunity to offer, what we believe to be the best insurance and investment vehicles for our clients. With broad access to various product lines, we apply a process to filter out and monitor recommended solutions.

Service: Quality people, straight talk, strong and consistent service.