We are committed to building long-term relationships with our clients and community, and providing fee-based financial planning and non-fee planning strategies that are designed to help you prepare for your future.  Our team has the tools and knowledge needed to help you develop and implement a personalized financial strategy.

We explain complex issues in easy-to-understand language. Our job is to help you map out your financial goals and to help you select the appropriate products for your objectives. Through Equitable Advisors and its affiliates, The Equitable Life Insurance Company (Equitable) and AllianceBernstein LP, as well as 100 other well-known mutual fund, annuity and insurance companies, we offer a broad range of financial products and services.

To ensure that you are comfortable with your strategy and product choices, we will work collaboratively through each step of the planning process.  Your participation is vital to the creation, implementation and success of your financial strategy.

We have the strength of a national organization that thinks and acts locally.  We are part of a preeminent corporate family with deep roots and broad reach through Equitable Financial, Inc., a member fo the global Equitable Group, which has major operations in Western Europe, North America, and the Asian-Pacific regions.

To disucss how we may help you address your financial goals, send Tim Buggy an e-mail, call at the phone number listed on our home page, or register for an obligation-free consultation here on our site.

We look forward to working with you.

Securities products and investment advisory services are offered through Equitable Advisors (member FINRA/SIPC) a broker dealer and investment advisor, 1290 Avenue of the Americas, New York, NY 10104. Variable and traditional life insurance and annuity products are offered through an affiliate, The Equitable Life Insurance Company and over 100 other companies.

Disability Income insurance is issued by third-party insurers and made available through Equitable Network, LLC, an insurance general agency.

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