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Tune in to John Chiappetta and Gerdo Germinaro as they discuss topics pertinent to your personal and business wants, needs, and concerns.

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Financial Security is Our Business

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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An independent financial services firm founded in 1992, specializing in family financial planning and business investment management.

The Power of Interest - How Long Will it take My Money to Do

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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Glossary of Scam Terms

Glossary of Scam Terms

A helpful glossary of current scams.
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