Our Firm

Your Million Dollars, Our Experience

Securities & Investment Advisors, founded in 1994, is a financial planning firm that brings a wealth of experience in the financial world. Whatever amount you have, we treat as your "million dollars" - you worked hard for it, now it's time for the money to work for you - this is where our experience comes in.

Our focus and commitment lies in providing comprehensive services to individuals and families, the everyday professional, small business owners and the unique and specialized planning needs for Women. We take on a “family” approach and work as a team, with you, to prepare a financial roadmap to ensure we can help you and your family or your business work toward all your life goals. This is why we pride ourselves on our mantra of being Life Planners.

Do you find yourself asking any of these questions? Most likely one of these pertains to you and if it does, let's talk!

Do you want to retire, but don't know where to begin?

Are you going through a life change such as a loss of a loved one or divorce?

Are you a woman and can't find anyone who understands your needs?

Are you worried about preserving your assets against nursing home or long-term care costs?

Do you lose sleep at night because of stock market volatility?

Do you keep telling yourself you'll get around to it?

All too often life gets in the way of implementing future plans, and then we are faced with those decisions without a clear idea of which choice is best. Don't put off planning because you don't know where to begin. Call us today - we can help!

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