Meet your trusted team

Larry .jpg

Larry Ventresca

FSP,LUTCF,MBA

Assisting the clients in meeting the challenge of investing in these volatile economic times. I work with my clients in areas that matter the most to them. Providing personalized investment advice in strategic areas to help increase their earnings.

Alec.jpg

Alec Ventresca

Licensed representative that assists in financial planning for all households. He focuses on finding the best solutions available to give peace of mind and confidence to clients.

Lawrence A. Ventresca - Real Estate/Business Consulting

Crystal - Office Assistant

Crystal is a dedicated part of our team making sure that clients and our team run smoothly and efficiently from day to day.

Areas we focus on:

  • Financial Consulting

  • Portfolio Management

  • Retirement Funding (401k)

  • Equity Management

  • College Education Planning

  • Insurance Planning

  • Estate Planning

  • Small Business Planning

  • Health Insurance

  • Long Term Care Insurance