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Upcoming Events
We strive to provide you with financial guidance that will help you move toward your life goals. We hope you’ll join us!
Past Events
We had some fun around the office supporting the historic season the Detroit Lions put together this year. And we even had a contest for best dressed Lions fan. No doubt about it Joe Moceri, Sr. was the clear winner.
Our third annual open house was the biggest yet. We were proud to partner with our neighboring business and catered food from Kruese and Muer as well as coffee and desserts from Dessert Oasis here in Rochester. As always, a huge thank you to our clients for the biggest donation to date to Toys for Tots.
Our second annual open house was a big success. We’re thankful for our clients and their commitment in partnering with us for Toys for Tots.
Dinner and a market update with commentary from Bob Doll, CIO of Crossmark Global Investments, as well as Michael Sherbert from Millburn Ridgefield Corporation.
We sponsored a hole and had golfers compete in the Rochester Regional Chamber of Commerce Golf Tournament.