Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.


September 5, 2019

11:30a - 1:00p

Everett Senior Center

Everett Senior Center Social

Senior Lunch Social Followed by Games and Fun.


September 10, 2019

10:30a - 12:00p

Everett Senior Center - Classroom

Managing Financial Decisions

Please join us on September 10, 2019 at 10:30 am at the Everett Senior Center for a discussion on "Financial Decisions Retirees Face During Retirement." Particularly tax planning and how to reduce taxes on your social security income.

Event Registration

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