Anthony Pucci, Hons. B. Comm., FMA
Vice President, Investment Advisor
Providing Wealth Management Advisory services to clients encompasses more than choosing investment products.  My team of professionals work with you (our clients) to focus on your own specific financial circumstances and needs in order to provide that plan or solution designed specifically for you. We provide our services to Individual Investors, Families, Business Owners, Executives, Corporations, and Non-Profit Institutions. These services include:Financial and Retirement Planning, Estate Planning, various Investment Solutions, Life and Disability Insurance, and Wealth Protection Strategies, all with a high degree of personalized service. "Successful investors utilize our trusted services, as my team and I are committed to providing a high level of service, working with you throughout your full investment horizon. In this manner, the honesty and integrity of my team allows us to move beyond the scope of investment products to advise and guide you to real solutions in fulfilling all of your financial needs."

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