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.
Rachel Fralix , our Personal Risk Manager can help you with home, flood, auto and marine insurance.
Susan Hill, handles Commercial lines & can help with General Liability, Workman's Compensation, Property coverage for your Business.
Kerin Seo , our Operations Manager is the financial services assistant to James Campo and the office manager.