History
Company President: Thomas Ruggiero For the past 26 years, Mr. Ruggiero has been a successful investment professional in the financial services industry. He has held management and senior positions with Wall Street firms such as JP Morgan Chase, Citigroup, Citibank, HSBC Brokerage and currently as President of Retirement Services of America, Inc.
Specialties
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: * Investment management * Retirement strategies * Estate conservation * Insurance and annuity products