Our Qualifications

We have been working with individuals and businesses since 1986. 

Jeanette Sackol holds the ChFC designation, and is licensed to sell a variety of investment and insurance products.  ChFC stands for Chartered Financial Consultant.  It is a professional financial services designation granted by The American College (Bryn Mawr, PA) to individuals who have proven themselves to be educated, qualified, experienced, ethical, and knowledgeable.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.