Jonathan Marzano, AIF®
Managing Principal
Team
Steven Gallo, CFP®
Financial Advisor
Michael McGilvary, AIF®
Financial Advisor
Brandon James
Financial Advisor
Angela McGilvary
Branch Operations Manager
Alyssa Wells
Administrative Manager
Thomas Laws
Client Services Associate
Dina Manaraze
Client Services Associate
Lori Smith
Registered Client Associate
WHAT'S MY RISK NUMBER?
On basis of your Risk Number we can offer you the following services:
- Thoroughly understand your risk tolerance and goals
- Align your current or a new portfolio with your risk tolerance
- Assist you in pursuing your financial goals
Get your Risk Number now for free and we will follow up with you!