Broker Check
<strong>What Does Your Retirement Look Like?</strong>

What Does Your Retirement Look Like?

We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.

Words of Wisdom

"The investor of today does not profit from yesterday's growth."

- Warren Buffet

Team Recognition

Three-peat Forbes Winner

Three-peat Forbes Winner

John B. Lipe, FORBES/SHOOK Research 2021, 2022, & 2023 Best-In-State Wealth Advisor

Published annually January - April. Rankings based on data as of June 30 of prior year.

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On Wall Street Recognition

On Wall Street Recognition

On Wall Street 2020 Top 40 Regional BD Advisors Under 40, John B. Lipe

Published annually January-April. Nominations are received from advisors and managers by October of the prior year then ranked according to production totals.

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Forbes Best-In-State Advisor

Forbes Best-In-State Advisor

John B. Lipe, FORBES/SHOOK Research 2019 America's Top Next-Gen Best-In-State Advisor

Published September 4, 2019. Rankings based on data as of March 31, 2019.

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Forbes Methodology

Forbes Methodology

FORBES/SHOOK Research Best-In-State Wealth Advisor,    John B. Lipe

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