Our Team
Our History
Years of experience have prepared us to guide you through your life transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Client Centered
Our business is built on a foundation of thoughtful client relationships.
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.
Jeff Wakefield
Wealth Advisor
(413)727-3246
John Rhoades
Wealth Advisor
(413)727-3246
Keith Bixby
Wealth Advisor
(413)727-3246
Keith T. Bixby, a financial advisor focused on wealth preservation and financial retirement planning. With a vast knowledge base, strong integrity, and 30 years of experience with loyal investors, he specializes in helping individuals...