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Our Firm


Gayle B. Canini utilizes her knowledge and experience to help people create and preserve wealth through prudent money management.  Her key to success is the personalized approach she takes in assisting clients with a broad range of financial needs, including 401(k) plans, Individual Retirement Accounts (IRAs), life insurance, 529 College Plans and Employee Benefits. Gayle’s 35+ years of experience helps clients achieve their goals in preserving their wealth to pass along to their heirs in today's complex environment.

Gayle has the capability of helping clients with virtually all of their financial needs. Due to her exceptional advice and services, she has built a loyal following of clients. She is well qualified to help clients and her practice continues to flourish thanks to the client's recommendation.

Our mission is to provide superior service to our clients and provide the service as if we were the client.