TRUSTED PROTECTION FOR YOU AND YOUR FAMILY
FIND OUT ABOUT US
I partner with over 50 financial companies which allows me to find a fit for your unique financial situation. I am not beholden to sales goals or to any company. I am here for you. I focus on safety and am conservative in my strategies taking a long view. Licensed in Pennsylvania and Florida. NJ and NY coming... I provide life insurance and retirement strategies.
Craig reviewed my personal finances as I applied for a student loan for my daughter. He did a thorough review to ensure I was getting the most value out of my accounts. More recently, Craig helped me with a Home Equity Line of Credit application. The process went very smoothly and efficiently from the time of the submitted application through the closing. Craig is a person of integrity and genuinely cares about the well being of his customers. -Angelo D.
As one of Craig's clients, I would highly recommend any business owner, non-profit organization, HR department, or a family who has financial questions to look Craig up. His keen sense of finance, integrity, and his trustworthiness makes him a top-notch choice among financial professionals in the area. Craig's personal touch assures you that you are headed in the right financial direction. His easy accessibility, recommendations, and annual reviews prove to me that he has my best interests in mind. In addition to being highly skilled in his craft he and continues to grow himself professionally. -Matt P.
Craig has managed some new investments for us and is on top of all the details, which is exactly why we hired him. Additionally, he knows his field really well and holds himself to the highest standards. We appreciate his integrity. -Margaret T.
Craig's success comes from his sophisticated client focused acumen. He is a Value Added Provider of Solutions to his customers. Craig possesses the ability to readily interpret and assimilate a client’s need, in order to generate a solution which not only fulfills those needs, but allowing for the anticipated growth of those desires in the future.-Ernie R.
Click here for more testimonials.