John G. Pileggi

President     

   

Welcome to our Web site, where you'll find a wealth of information in the form of calculators, newsletter articles and research reports.

For your convenience, we will come to you at your home or place of business, giving you access to our MoneyEdge software program in order to gather, organize and simplify all your financial information.

We hope our visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

We have created this Web site to help you gain a better understanding of the financial concepts behind estate planning, insurance, investing, retirement and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management, to help you learn more about who we are and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Add our site to your list of "favorites" in your Internet Browser.  We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

May you and your family enjoy '...Prosperity for Generations' to come!