Broker Check


Stone Barn Speaker Series

November 1, 2018 6:30p - 8:30p Eastern Standard Time

Join us for our annual Stone Barn Speaker Series event. Guest speaker, Talley Leger, Equity Strategist with Oppenheimer Funds will be presenting on the topic "Answers to 11 Pressing Questions From Investors". There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal


Christmas Open House

December 6, 2018 4:00p - 7:30p Eastern Standard Time

15 Middleton Drive

Christmas Open House will be from 4 - 6 pm. Following the open house, we welcome you to stay for our Charitable Giving Strategies presentation, in light of the new tax law.

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