Experience
Makes all the difference
Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
We will become your family partner, helping you to navigate the challenges and opportunities every family faces as you move through your financial life cycle. Life can be complicated, and we will be there to listen, be a conduit of financial and life experiences to help you assess opportunities, and to help you navigate the risks of your financial life helping you achieve your goals.
Trustworthy. Resolved. Precise.
J. Mark DeSantis
Danielle Guerra
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Wealth Strategist (CWS)
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317-816-1842
321-246-5813