General Info

We are a multi-generational firm that has been in business for over 50 years. Our branch founder Sam Augustine began his career in financial planning in 1969. In 2004 Angela Augustine succeeded her father and is currently the branch's managing principal. We are a full-service investment firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We have developed a wealth of knowledge and experience together with our associates, that has provided solutions to both clients' needs and wants. We continue to grow and innovate and do what is necessary in order to fully service our clients.