Mission
We are committed to providing a premiere consulting experience and advisory service for personal finance while providing financial education.
Vision
We aim to improve financial literacy and confidence throughout the communities we serve.
Our Services
Advisory
Consulting
Education
Philip Ferraro
Financial Advisor/Consultant
FAQs
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You want to make sure that the advisor you work with is a fiduciary. This means that they are bound to “act in good faith with regard to the interests of another.” They should not attempt to “sell you” on products or services that aren’t needed, in order to make money for themselves.
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Resources
This is a list of resources we use and recommend to help reach your financial goals.