History
Founded in 1922, we are a full-service brokerage firm and a private partnership - a structure that we believe gives us the independence to make long-term decisions that are in the best interests of our clients and associates, without the pressures publicly traded companies face to meet short-term earnings forecasts.
Specialties
Our thoughtful investment strategy includes identifying your specific, long-term goals, developing and implementing a tailored strategy and maintaining a diversified portfolio of quality investments. And our community-based, neighborhood locations in both large cities and smaller towns make us accessible and approachable in how we interact with our clients to develop these strategies