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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management
  • Medicare and Long Term Care Planning
  • Mortgages:  Purchase, Refinance, Home Equities, Reverse, Investment Property--Purchase/Rehab/Cash Out, and many more
  • Business Bookkeeping, planning and preparation
  • Tax Preparation for existing customers and business clients 

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Antonio A. Stokes, C.E.O., C.C.O.,M.B.A., M.A.I.R.

Investments, Insurance, Mortgage, Tax and Consulting 

Financial Advisor, Loan Officer & Consultant

(877) 275-9545

I work with select clients to identify and implement the suitable strategies for their financial situations, by pursuing the highest quality of service that beats deadlines, eliminates road blocks and demands creativity.

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