Click the button below to request an appointment with us today!​









​We will respond to confirm your booking in 24-48 hours.

Protect, Grow, Enjoy

OFFICE HOURS

Monday - Thursday

9:00am to 4:30pm


Friday

9:00am to 3:00pm


​Beverly Krzmarcik BBA 

TONY MASI CFP
personal wealth designers


We're Social!

“Finance focuses on the accumulation and distribution

of numbers and rates inside of a closed system.
Economics brings real life into the equation.”
      Professor Ryans, Kent State University Graduate School of Business 1986

For over 30 years, our family has been helping our community to:

  • Protect

  • Grow &

  • Enjoy their wealth to the fullest

Designing Wealth Strategies for Your Whole Life