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Jason Baird

Jason Baird

Maria Bongiovanni

Maria Bongiovanni

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Fully Integrated Financial Planning which consists of:

  • Retirement Planning
  • Investment Diversification
  • Tax Planning
  • Education Planning
  • Estate Planning
  • Budgeting strategies to help with debt reduction
  • Insurance (see sub-categories)
    • Life Insurance
    • Disability Insurance
    • Long Term Care Insurance
    • Home & Auto Insurance


Check the background of this firm/advisor on FINRA’s BrokerCheck.