Barbara Sears has accomplished the formation of a well-built employee benefits team including additional licensed agents, with full support including a dedicated Family Medical and Leave Act (FMLA) representative. With the understanding that our communities' benefits needs vary, we specialize in tailoring the most cost effective and comprehensive benefits packages available for our clients. The relationships we maintain in the marketplace along with continued education has kept us abreast of the changes brought in by legislation and other benefit trends. Our success is autographed by our service.

 

Philip Noble along with his team have together with their credentials fine tuned the portal of financial opportunity for individuals and business owners alike. Keeping abreast of the ever-changing needs they face, we bring to the table estate planning strategies, trust design and trust services, executive fringe benefit planning, access to full asset management and investment services through Linsco/Private Ledger, to name just a few.