Our Qualifications

We have been working with individuals and businesses in this area for over 40 years.

Each of our staff has extensive personal and professional experience.

John C. Blecka holds various professional designations including a CPA, PFS and MS (Tax).  He has over 20 years' experience in investments management, insurance needs, and securing mortgages.  We pride ourselves in providing financial services and recommend strategies, however we do not sell products but will recommend other professionals to provide those financial products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you pursue your financial goals.