Broker Check

Testimonials

The following statements are provided from clients of the advisers. There has been no compensation paid of any type or kind in exchange for the statements. No material conflicts of interest exist arising from the relationship between the advisor and the clients. The statements provided may not be indicative of all client experiences. There can be no performance guarantees or guarantees of success.

- DSC

I've been working with Christopher Bozzuto since 2014. Initially, I consulted him regrading health insurance. As a financial advisor, Christopher has assisted me in making well informed decisions. We've worked as a team to identify/clarify/implement the best investment strategies to take given what is happening in the market. Christopher is personable, easy going and listens attentively. He has a good working knowledge of the world of investments and advises accordingly in making calculated risks. I have always felt that Christopher has both my short and long term interests in the forefront. I highly recommend working with him and the services he provides.

- Dolores D.

My husband and I have been working with Sheldon Nix for a few years.  He is very attentive to our needs and is always available to talk and discuss our needs.  I highly recommend him to anyone who needs help with planning out their future financial needs.

The above statements are provided from clients of the Advisers. There has been no compensation paid of any type or kind in exchange for the statements. No material conflicts of interest exist arising from the relationship between the advisor and the clients. The statements provided may not be indicative of all client experiences. There can be no performance guarantees or guarantees of success.

Client Centered

Client Centered

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.