Our mission is to increase our client’s prosperity through the ethical application and complete integration of proven techniques of tax avoidance, wealth development and risk reduction. Together we provide our clients total financial services including investments, tax planning, and insurance.

John Lowry is a well known and respected registered investment advisor.

Ronald Heffelfinger is a Certified Public Accountant specializing in tax compliance and planning for individuals
and small businesses.

Vincent Muscato is a full service independent insurance agent providing
Auto, Home, Business, Life and Health insurance.



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