Our firm provides comprehensive financial planning and professional investment management solutions. Brian Lombardo, processes and fees. Our experienced team of advisors are available to answer any questions and provide tailored financial advice

fixed monthly fee, so you can plan your IT expenses for the year. We take responsibility for both financial

James Geary, CPA, MBA is a fee-for-services advisor offering cash management, IRAs, SEPs, 401(k), 403( complete honesty.James has extensive experience in the financial industry, including being a CPA, MBA, Real Estate