Grow Your Finances
Our team of professionals have over forty years of experience in financial services. We can help you address your needs of today and for many years to come. When was the last time your retirement plan was reviewed? Let us help! We look forward to working with you.
Financial Planning Shouldn't Be Scary
Have faith! We can help take the fear out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Susan J Newman
Investment Advisor Representative
I am an experienced professional ready to assist you in your financial planning needs. When I started in investments, I found a passion for helping clients not only plan their goals but help them achieve them. My desire is to educate...