Broker Check

Local Community Businesses

Working in the financial services industry, We have built many great business partners in the local community.

Please click on a business card if you would like to contact them directly.

We are very excited to announce our new partnership with People's Credit Union through the People's CU Financial ServicesTM program.


H & M Income Tax Preparation: Robert Haskell and Henry McCormick, Accountants


CPA: Kieth Clark, works at DiSanto Priest & Co.


Arthur D. Parise Attorney at Law                                                    Elder Law and Senior Resource Clinic: Laura M. Krohn, Elder Law Attorney


George J. Lough, III Attorney at Law                                                                         James V. Aukerman & Associates, LLC


Law Office of Joshua A. Sroka

Real Estate Agents

Coastway Community Bank: Christian Blaney,                                                        Coldwell Banker Coastal Homes: Heather Morrone, Realtor

VP, Regional Sales Manager, Mortgage Loan Officer  


Albert Realtors Residential Division: Amy Desmond, Realtor Associate