We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
James W. Campo, our financial professional with his staff can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
- Personal and Commercial Insurance Needs
He also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
- Is my home and auto insurance coverage accurate and priced well?
We specialize in creating an approach that is designed to address your individual situation.
Joy Merrill, our Personal Risk Manager can help you with home, flood, auto and marine insurance.
Diana Berray, our Operations Manager is the financial services assistant to James Campo and the office manager.