Broker Check


 

Agency Profile:

Established in 1950, by Robert A. Parker, our firm has grown into a full financial services organization. We endeavor to build long-term relationships with our clients. Working as a team, we are able to dedicate ourselves to each client fully. Recognizing the importance of providing personalized insurance and investment services, we employ an in-depth interview process to  formulate a comprehensive insurance and financial program. We place the needs and objectives of our clients first, dedicating ourselves to the principle that our clients should receive the best, unbiased guidance when navigating the path to their objectives.


Helpful Content

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.