Our founder, Frank Ragonese, started this firm because he discovered that his Wall Street brokers did not protect his savings and investments from the “dot-com” crash of 2000. This painful experience was very personal and guides Frank’s investment strategy today.
Although our services are varied and personal solutions are best determined after our complimentary financial consultation we offer:
- Lifetime Income Annuities
- Fixed Income Portfolio
- Strategic Investment Portfolio
- Tactical Investment Portfolio
- Retirement Roadmap
- Estate Planning