Our Qualifications

Leandro and Francesco have been working with individuals and businesses for many years.

Many of thier team members have extensive personal and professional experience in tax accounting and finance.

Many hold various professional designations, and qualified representatives are licensed to offer a variety of investment and insurance products.

They are both dedicated to developing lasting relationships with all our clients. They believe in helping our clients assess their financial goals and participate in the management of their finances.

One of the benefits of working with them is thier ability to provide clear, easily understood explanations of financial products and services. The personalized program that they can provide is a roadmap to working toward a more secure financial future.

Both Leandro and Francesco  are looking forward to using thier expertise to help you pursue your financial goals.

*Leandro Genoese and Francesco Genovese are licensed to offer investmesnts and insurance products.