A financial advisory firm located in Lynnfield, MA, and Albany, NY. Our firm's investment professionals have over 100 years of combined experience in financial services. We focus on providing solutions for businesses and individuals helping them navigate in an ever-changing environment. Our mission is to serve as a trusted advisor by providing skills and resources toward wealth accumulation, management, and preservation. Working closely with our clients, we provide the foundation for a long-term relationship based on trust, integrity, and skills, which results in our clients pursuing and achieving their financial goals and objectives. Affiliated with Commonwealth Financial Network.