Our primary regulator, FINRA, provides numerous investor education materials. One resource is Broker Check which provides information about firms and financial advisors.
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Congratulations on taking the first step toward a solid financial future. We are looking forward to guiding you.
We will contact you as soon as possible to set up your first appointment. If you prefer, you can use our scheduling calendar below to choose your appointment. Either way, we are excited to get started.
Casey Clementz
Darby Brower Jr.
In the meantime…
Feel free to review some of our recent financial articles.
New I.R.S. Contribution Limits for 2020
New I.R.S. Contribution Limits for 20202 The I.R.S. just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes. *Next year, you can put up to $6,000 in any type of IRA....
Establishing Good Credit in College
After you get that first card, how can you manage your FICO score? Provided by Brower Financial Group Good credit may open doors. It is vital to securing a loan, a business loan, or buying a home. When you establish and maintain good credit in college, you create a...
Annual Financial To-Do List
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives,...