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Detailed Information
Openning hours
  • Monday 7:00 AM – 12:00 PM
  • Tuesday 7:00 AM – 7:00 PM
  • Wednesday 7:00 AM – 7:00 PM
  • Thursday 7:00 AM – 7:00 PM
  • Friday 7:00 AM – 7:00 PM
  • Saturday 7:00 AM – 12:00 PM
  • Sunday Closed
Reviews
Jonathan Alfaro (03/23/2021)
Been doing buissness with this team for a while and so far I would gladly recommend this team, very professional and freindly, best of the best.
Lauren Rousseau (01/31/2020)
Vin is phenomenal! Before my husband and I started working with him a few years ago, we had no idea what we were doing financially, with regards to which benefits were best for our family, how much should you contribute to your retirement and saving us money on all of our different insurance plans! He is SO knowledgeable and truly has a passion for what he does. I can not thank him enough for helping us get on the right financial path to plan for retirement. You will not regret working with him!!
Emily Harradon (02/24/2020)
I have known Vincenzo for a few years now, and he has always been exceedingly professional and thorough in his advice, and has offered me what I feel are the best options for planning for my financial future based on my circumstances and goals. He has always been upfront and honest, and I have always felt Vincenzo has had my best interests at heart. I highly recommend that anyone sit down for a financial review with Vincenzo if they are looking for someone to assist them with a solid financial plan they can feel good about!
Kerry Chamberlain (12/06/2019)
My husband & I have been working with Vincenzo for about 2 years now. He has really helped us to gain a deeper understanding of our assets, and how to more effectively manage them. He has a passion for financial planning, and doing the best he possibly can for every one his clients. I am so happy we found him! Now we have a person that truly cares about us, not an 800#, managing our affairs. It is so nice to be able to sit down with a person who is willing & able to explain everything we need explained. :) I wish we had him 25 years ago!!!
B Albright (01/30/2020)
Highly recommend. Vincenzo took my families finances and reorganized them quickly and simply and placed us back on track to clear our debt and have an achievable plan toward our retirement goals. Easy going personality and had patience to walk us thru our financial ignorance. Glad we made the call to start this process. Well worth the investment.
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