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We have been working with individuals and businesses for more than three decades.

Our team of professionals is small, but each individual brings a wealth of experience to the planning process. Together, we have over fifty years of involvement in various segments of the financial services industry. This give us the ability to consider a wide array of investment vehicles that are much more focused on helping you achieve your dreams.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more confident financial future.

We’re looking forward to using our experience to help you pursue your financial goals.


Jonathan LaRocca

Investment Advisor Representative


Jonathan M. LaRocca is a Financial Planner in Brevard, North Carolina. Jonathan has been in the financial planning industry for over 5 years in various roles including director of financial planning and now owner and lead advisor at...

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