Qualifications

We have been working with successful individuals and businesses since 1985 to plan their financial objectives. Our practice has a steadfast dedication to developing lasting relationships with you through meaningful conversations and a belief in helping you assess your goals. Once your goals have been established, we will assist you through practical ideas to acquire the appropriate solutions to suit your vision and objectives. We can help you execute a sound plan utilizing partnerships with your other trusted advisors and partnering with the insurance services offered through Losey Insurance through utilization of high-value homeowners; automobile; personal excess liability; jewelry; art and collections; watercraft; business insurance, life insurance, and customized solutions.

One of the benefits of working with us is our ability to provide clear, easily understood explanations. Our personalized approach provides a roadmap to working toward a more planned financial future. Our staff has extensive personal and professional experience with various college degrees, professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products. Discover what we can do together using our expertise to help you pursue your goals.