55 Sunnybrook Rd
We LAUGH. We're in the business of discussing serious things, but that doesn't mean we can't have a good time while we do it.
We SIMPLIFY. We help clients uncomplicate the sometimes complicated financial world. We exist to help make things easier for you to understand.
We have BIG HEARTS. In a increasingly technical, computer-driven world there are some things that cannot be replaced by computers. Relationships are the heart of everything we do.
We're POSITIVE. We help clients always look on the bright side of things. It can be challenging to try to maintain a positive outlook on your own sometimes - we're here to lift you up!
We EMPATHIZE. We help clients feel better by being great listeners and offering deep understanding. Everyone desires to feel understood. We understand.
We ENCOURAGE. We help clients feel better about their finances - no matter what level they have reached everyone struggles with doubt. Sometimes all you need is to hear some assuring words, right? We can help you with this.
November 01, 1966 - February 15, 2020 Tom grew up in Pottstown Pennsylvania, graduating from St. Pius X High School, and receiving a BA in marketing from the Pennsylvania State University. Tom was founder and Chairman of Kalejta...