We are a full-service financial firm committed to helping people pursue their financial goals. Through Investment Centers of America, we are able to offer a wide range of financial products and services to individuals and business owners.
Our office is comprised of a CERTIFIED FINANCIAL PLANNER™ Professional and a staff well qualified in the Investment and Insurance fields. When it comes to your financial affairs, the advantages of working with a CERTIFIED FINANCIAL PLANNER™ certificant may be substantial. A person with the CFP® certification is a financial professional who has met the highest standards for the practice of financial planning. How can a CFP® help reach your financial goals? A person with the CFP® designation is governed by the CFP Board, a nonprofit professional regulatory organization founded in 1985 to benefit the public by fostering professional standards in personal financial planning. Individuals who meet the rigorous certification requirements are certified by the CFP Board to use the CFP® and CERTIFIED FINANCIAL PLANNER™ marks. CFP® certificants voluntarily agree to conduct their business to a high standard of conduct and must submit to a disciplinary review process should they violate this standard.
You can get the products anywhere today, but service and experience make all the difference. We provide the most current knowledge and understanding to all areas of your financial life. We value Long-term relationships, driven by a concern to do what is right for you.
From mutual funds, annuities, bonds, life
insurance, long-term care insurance, retirement plans and much more......we
do it all, with you and your goals in mind.