What it's like to work here
We are an SEC registered investment Advisory Firm. We help about 170 clients to make good decisions with their income and investments so they can achieve their goals of sending kids to college, a comfortable retirement etc. We do not sell products on a commission basis, rather, our clients pay us for our expertise and for helping them make sound financial decisions.
Paid holidays - Flex Time - PTO bank.
401k plan with 4% company match and a Profit-Sharing bonus.
Life and Disability coverage
Assistance with securing health insurance if it is needed.
Education reimbursement program.
