Having a trusted financial partner who genuinely cares about you and your financial well-being can make a meaningful difference in your life. We want you to be comfortable with the guidance we offer and enjoy the confidence of knowing that we are looking out for you and what’s best for your life. We welcome the opportunity of working together and treating you like family.

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“Our thorough discovery process helps us identify what a prospective client values and develop a plan to address all pertinent areas of their life.”


Larry Eppolito, CFP®; President, EFS; Financial Advisor, RJFS