By Kelley Caponigro Assistant to the Chairman & CEO Words like retirement, investing and insurance are usually associated with financial advice. But what about topics like birth, relocation or starting a business? It’s astounding how many common life events are overlooked that could greatly benefit from professional financial advice. We’ve come up with a list...Read More

Kelley Caponigro Assistant to the Chairman & CEO “The problem with quotes on the Internet is that it is difficult to verify their authenticity.”                                                                                                           Abraham Lincoln (1809-1865) The Internet as we know it today has become a life-altering resource.  Information is at our fingertips and with each passing generation it becomes more and more...Read More

Jeffrey Roberto, MBA, CMFC, CFP® Director of Client Services Five years ago, my oldest child, Jeff, started high school.  My wife and I were so proud of our ninth-grader — and then we started to panic.  Not about the looming college application process, although that was stressful too.  We had suddenly realized that we hadn’t...Read More