How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Joseph P. Okros, JD, MBA
President and Investment Advisor Representative
Joseph P. Okros specializes in financial planning for current retirees, those retiring within 10 years, professionals and small business owners. Joe also does financial planning work for individuals who are going through a divorce or...
Joseph S. Okros
Financial Advisor
Joseph S. Okros specializes in financial planning for current retirees, those retiring within 10 years, professionals and small business owners. Joe started in the financial industry in 1963. Joe began his financial advisory career...
