A Message from Our President
Steven Bouchey, CFP®

"I am so proud of this firm and the team we have assembled. As a firm, we are committed to providing the absolute best service to our clients and do not take their trust in us lightly. Our team of 20 talented professionals is second to none and includes 6 CFPs, 4 CPAs, 1 Enrolled Agent, 1 Accredited Investment Fiduciary, 1 Certified Divorce Financial Analyst and 1 Certified Private Wealth Advisor. In addition to our services, giving back to our community is very important to me and my colleagues. We sponsor many local charities and organizations on an annual basis and get involved with non-profits that are important to our clients as well. If you would like to learn more about us, please browse our website and remember, we are just a phone call away! For those that don’t know, you can listen to me on News Talk Radio 810AM and 103.1FM WGY every Saturday at 10:00am and Sunday at 8:00am.”