Broker Check
Get the Support You Need For Your Financial Goals

Get the Support You Need For Your Financial Goals

Our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way. 

Financial Peace of Mind

Financial Peace of Mind

Our financial planners will work closely with you to develop a strategy that gives you financial peace of mind. We have your back.

Learn more
You're Our #1 Priority

You're Our #1 Priority

Our firm is based on our relationship with our clients, plain and simple. We're here to work with you at every juncture in life. 

Learn more

Retirement and Estate Planning

Retirement and Estate Planning

The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a financial planner to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs. 

Todd M. Bury

Todd M. Bury

President | Registered Representative

330.757.1992

Brian M.  Laraway, MBA

Brian M. Laraway, MBA

Partner | Registered Representative

330.757.1992

David A.  Maxwell

David A. Maxwell

Registered Representative

330.757.1992

Kelly J.  Frammartino

Kelly J. Frammartino

Director of Operations & Client Experience

330.757.1992

Sara A.  Palowitz

Sara A. Palowitz

Client Service Specialist

330.757.1992

William R.  Nock

William R. Nock

Registered Assistant | Paraplanner

330.757.1992

Jocelyn N.  Hykes

Jocelyn N. Hykes

Administrative Assistant

330.757.1992

Alex  Baker

Alex Baker

Registered Assistant

330.757.1992

Have a Question

Thank you!
Oops!