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Connecting

Our primary goal is to develop a long term, trusting relationship with you.

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Moving Forward

Insights and understanding that can help you better define your financial objectives.

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The Next Step

The knowledge and access to products to provide you excellent and cost-efficient protection.

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Personalized Service

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

Meet Our Team


Steve Hornstein

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Samara Lewinson

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Sheryl Tratner

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