We're Social!

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

  • Protect

  • Grow &

  • Enjoy their wealth to the fullest

Protect, Grow, Enjoy.

Protect, Grow, Enjoy

​Beverly Krzmarcik BBA 

TONY MASI CFP
personal wealth designers


Designing Wealth Strategies for Your Whole Life

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









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

“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

OFFICE HOURS

Monday - Thursday

9:00am to 4:30pm


Friday

9:00am to 3:00pm