Albert Guida Jr. & Conner McCubbin | Investment Advisor Representatives

Individuals
We help young and established professionals set their financial goals, build their wealth, and plan for a prosperous future.

Businesses
We provide businesses with essential services for their employees - Retirement Planning, Group Health and Life Insurance

Complimentary Services
Committed to helping individuals and their families navigate the complexities of personal finance.

Five Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Financial Advisors and Fiduciaries
We act in a fiduciary capacity for our investment advisory clients. We align client and firm interests so there is never a conflict.
Many financial institutions still sell products with high commissions and hidden charges. Fee-based accounts do not pay commissions, hence a fiduciary relationship exists. No matter how small the account started at our firm, the investments will not carry a commission or hidden expense.
If a client wants to purchase an investment that is not typically held in a fee-based, advisory account (annuity, municipal bond, etc.), we can arrange the purchase in a separate account.