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Our Managing Director, Fred Cyprys, CFP®, ChFC, CLU brings
A Promise To Our Clients: "We promise to carefully listen to your concerns, needs, and expectations. We will search the financial universe for the tools best suited to help you work toward your financial future, based on your stated situation and goals. Our promise is unconditional and backed by our commitment to do everything in our power to sustain your loyalty".
CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.