Experience Makes all the difference
Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.
Kenneth Eisenberg
Senior Vice President - Wealth Management
Senior Portfolio Manager
Visit my personal page
561-367-1824
Jeffrey S. Pupo, CMFC®, CRPS®
Senior Vice President - Wealth Management
Senior Portfolio Manager
Chartered Retirement Plans Specialist (CRPS®)
Chartered Mutual Fund Counselor (CMFC)
Visit my personal page
561-367-1840