Experience Makes all the difference
We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
John T. Petika, Sr.
Senior Vice President - Wealth Management
Senior Portfolio Manager
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727-507-2562
Frank M. Massotto, Sr.
Account Vice President
Financial Advisor
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727-507-2545
800-727-0907