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Our firm is dedicated to providing prudent information to our clients so that they can tune out the noise and make informed decisions. Along the way, we also like to have some fun, too. Clients and their friends and family are invited to take advantage of our various events. We put together these events as client appreciation and education, while celebrating the fluid and ever-changing nature of clients' financial needs.
Upcoming Events
Antique Appraisal Client Appreciation Event
Clients are encouraged to bring their fine art, jewelry, decorative art and other treasures for verbal evaluation by USPAP compliant appraisers Alice Karle and Peter Katoff.
Snacks and beverages will be served. RSVP to join us for a fun and educational experience!
