While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Employee Benefits
  • Financial Planning*
  • Insurance Consulting
  • Commercial & Residential Lending
  • Tax management
  • Retirement strategies* 
  • Estate conservation



*These services are offered by Paul Genoese through his affiliation with Avantax.