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Caring

One of our primary goals is to develop a long-term, trusting relationship with you. We accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.

Independent

We aren't tied to products or services from a single company or family of companies, which makes us free to seek out the most-appropriate products and services for our clients.

Practical

We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.

You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

<p>Red Flags for Tax Auditors</p>

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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<p>A Look at Diversification</p>

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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<p>Asset Allocation</p>

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Meet Our Team

Michael J. Butler

Michael J. Butler

President/Financial Advisor/Insurance

Floyd Ozeck

Floyd Ozeck

Financial Advisor, CPA

Abram Ozeck

Abram Ozeck

Investment Specialist/Financial Associate/Insurance

Steven Butler

Steven Butler

Financial Associate/Register Representative

Michael G. Butler

Michael G. Butler

Advisor Assistant/Regulatory Compliance and IT

Laura Cofrancesco

Laura Cofrancesco

Advisor Assistant

Christopher Butler

Christopher Butler

Advisor Assistant/Finance

Questions? Comments?

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