FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
975 Ebner Drive,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Team Lead, Retirement Planning Specialist
For Rob, entrepreneurialism is in his blood, having worked in the family business in various field and operational capacities. “I come from a long line of business owners,” explains Rob. “My grandfather and father...
After eleven years as a bank manager, I joined R.P. Damico & Associates as Financial Sales Assistant in 2008. In 2010, I was promoted to Account Manger. I am currently responsible for new account openings, applications and client...