55 Sunnybrook Rd
Advocate for what’s most important
Financial education, meticulous planning, & clear guidance for your family and your future.
We're here for you, offering advice and support throughout all life's milestones.
Building Wealth. Protecting Dreams.®
We can help you bridge the gap between where you are and where you want to be.
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
We offer a full range of investment and financial services and have access to a wide array of solutions.
We strive to build long-lasting relationships with our clients, offering education and guidance.
~Thomas A. Kalejta
Our team approach offers a range of services to provide more benefits to our clients.
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.