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In the Community

In the Community

We take pride in making a positive impact on the communities we serve.

<b>Annual Red Cross Volunteer Day</b>

Annual Red Cross Volunteer Day

Every year we raise money for the American Red Cross. In 2023 alone, we raised over $25,000. We hand deliver the check and spend the day volunteering as a team.

<b>Annual Golf Event</b>

Annual Golf Event

We host a gold event for our top clients and their families. This is a great way to deepen relationships and have  little fun.

<b>Client Seminars</b>

Client Seminars

We host monthly educational client seminars to help teach them about a range of topics from retirement planning, to basics of investing and more.