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Our Services

Our firm offers a wide range of services to individual and business clients. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

*Lois Leynse and Jennifer James offer these services through their affiliation with Avantax Investment ServicesSM and Avantax Advisory Servicesâ„ 
**Lois Leynse, Anne Lowry and Jennifer Stewart-Smith offer these services through their affiliation with Avantax Investment ServicesSM and Aantax Advisory Servicesâ„