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Barry Whalen and Ron Maslanka have over sixty years of combined investment experience in the financial services industry. We work very closely with our clients to help them achieve their long term goals and objectives. We are very proud of the many long term relationships that we have with our clients and several relationships span as many as four generations. We provide comprehensive wealth management and retirement planning services. This includes custom design portfolio management, estate planning guidance and tax management. We work very closely with our trusted team of Attorneys and CPAs to help manage your complete financial plan.

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