Business Information
Our firm was founded by Rick Mantei who began his career at Merrill Lynch in 1982. From humble beginnings we have built a team of 13 licensed advisors with over 200 years of cumulative industry experience and manage approximately 1.2 Billion dollars in assets. With a support staff of 21 working tirelessly to service over 2600 client families, our scope goes far beyond the local reach of our 4 branch offices. Our team is licensed in 38 states and carries a wealth of knowledge in the areas of asset management, financial and estate planning, unique insurance strategies and tax planning.

Opening Times

Monday

06:00am - 06:00pm

Tuesday

06:00am - 06:00pm

Wednesday

06:00am - 06:00pm

Thursday

06:00am - 06:00pm

Friday

06:00am - 06:00pm

Saturday

Closed

Sunday

Closed

Map location Select here to view map

Editing or updating this listing

Update your details here if you are unaware of any log-in information for this listing.

Disclaimer

Opinions expressed within reviews are those of the individual author and are not the views or opinions of Lowi Ltd, My Local Services or any of its employees.

If you have an issue with any review comments then please fill in the review issue form and include as much detail as possible.

Incorrect data:
If you want to report incorrect information on this web page, then please contact us and outline the issue. We aim to resolve most problems within one business day.