Salvatore Gambino
Senior VP of Investments
Licensed Insurance Agent

John D. Fenimore
Senior VP of Investments
Licensed Insurance Agent
Mission Statement:
 
Our goal is to completely understand our client’s financial situation and goals by asking the correct questions. If a need is then discovered and a change is required, we will always act with integrity and in the best interests of our clients such that each of them would be proud and confident to recommend us to their friends and family.
 
   
Services Provided:
 
After meeting with each client we will develop a complete understanding of his or her investment experience, objectives and long term goals. Once this is understood we are able to provide personalized service based upon their current situation.
 
We have utilized many of the different investment tools and services listed below to help our clients achieve their financial and retirement goals:
 
Annuities Municipal Bonds Limited Partnerships
1035 Exchanges Corporate Bonds Secured Notes
Life Insurance Government Bonds Money Market
Long-Term Care Insurance Mutual Funds Education Savings
Health Care Insurance Unit Investment Trust IRA
Disability Insurance Real Estate Investment Trust 401 (k)
Certificates of Deposit 1031 Exchange 403 (b)
 
Professional Qualifications:
 
In order to attain a working relationship with our clients it is important that they trust us and have confidence in our ability. We both began our professional careers as financial consultants over 10 years ago and hold General Securities Representative (series 7), Uniform Securities Agent State Law (series 63) and Life, Accident & Health Insurance Licenses.
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Are the Times A-Changin'?

As the election year rolls along, Americans are facing an uncertain future and an election that could be the harbinger of great change.

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to take advantage of the tax benefits of 529 plans.

Time for Forecasts

Economic forecasting is an important part of business, but the future is elusive. Forecasts have limitations that should be considered when making investment decisions.

Stay Off the Phishing Hook

In the run-up to this year’s April 15 tax deadline, taxpayers forwarded more than 33,000 phishing scam e-mails to the IRS, causing the agency to put phishing at the top of its annual list of scams of concern to taxpayers.

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Market Watch

January 06, 2009 @ 04:28 AM

Dow Jones Industrials 8,952.89- 81.80
Nasdaq Composite 1,628.03- 4.18
S&P 500 927.45- 4.35
Russell 2000 505.03- 0.81
10 Year Treasury Note 2.49+ 0.07

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