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