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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.

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.
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The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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