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Meet The Team

Planning today for all of your tomorrows

Our team of professionals is committed to helping our clients work toward their financial goals by assisting them with strategies for asset accumulation, preservation and transfer. We offer customized investment plans and comprehensive wealth management services for individuals, families, and businesses.

Our Team

Zachary Melone

 Zachary Melone, CFP®, ChFC®

CERTIFIED FINANCIAL PLANNER ™ Professional

(815) 546-7166

(708) 597-2945