We’d love to hear from you!

Currently Browsing: Tag

Debt

Paul Durso on WBTV: Credit Cards

A swipe here or a swipe there– credit cards have become an integral part of our lives. But be warned- those simple swipes can turn into a great, big financial…

Read More

Paul Durso on WBTV: December To-do’s

The most important December “to do” list may not be related to shopping or parties. Checking your financial list twice could be the best gift you give yourself and your family.

Read More

We’d love to hear from you!

If you have financial questions or want to schedule an appointment, you’re in the right place.

Simplicitree Plan

Generate your free Retirement Report

Simplicitree® Quick Plan.