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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.

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
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Debt-to-Income Ratio Calculator

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Financially Savvy at Six Figures

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.
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