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We specialize in: Customized Investment Portfolios
It's natural-and wise -to re-examine your financial outlook after an unexpected or game-changing life event. Or to hear life's clock ticking and feel the urgency to plan more deliberately to meet your most cherished goals. As your Financial Advisor we can provide guidance on your short and long term financial goals. We can also help you create, monitor and manage an investment portfolio geared to your specific situation.

· Carol Scatolini, CFP ®, Wealth Manager