Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here.  And once in a while, we may throw in current events in our office and in our community. So keep checking in. We’re glad to have you reading along.

Thursday, October 6, 2022

As a new parent, you have so much to think about in addition to having experiences you haven’t had before. It can be very overwhelming. You may have considered the cost of having a child and the increase in your regular expenses...

Thursday, June 10, 2021

The American Rescue Plan offers American families a bigger and better child tax credit for 2021. For this year only, the credit amount for many families is increased from $2,000 per child to $3,000 per child ($3,600 for children under...

Tuesday, September 9, 2014

Check out pictures of Dave and the Philly Fox 29 crew last week at the block party.

Thursday, August 21, 2014

Join our firm and other downtown professionals and merchants to welcome the Fox 29 news team on September 3 from 7 to 10 AM. Make sure you check out our table.

Tuesday, July 22, 2014

Did you Know? In Pa, health insurance coverage for uninsured kids is well with reach, as Pa Children's Health Insurance Program(CHIP) covers uninsured kids and teens. Explore CHIP by visiting

Show All

Tuesday, July 1, 2014

PA has extended the deadline to apply for the Property Tax/Rent rebate program.. Please see Tax Tips under About Us for further information.

Thursday, June 5, 2014

Dave attended the HD Vest 2014 national conference in Denver, Colorado from May 31 to June 7. There he attended a number of classes in the areas of financial planning.