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Ekua Anyanful the CEO is a Certified Financial Planner and Investment Adviser representative. Her previous employers include American Express Financial Advisors, JPMorgan Chase, and Smith Barney. She has an MBA and holds several securities licenses including Series 7, 66 and 24 as well as an Insurance License. The firm focuses on Financial Planning, Investment Management, Retirement Planning and Insurance and Risk Management for individual clients.

On the business side, the firm specializes in business strategies for businesses and provides education, financial planning, and investment advice to both the employers and employees. We offer consultations and Retirement Plan reviews  for business owners. Our business services include:

  • Retirement Plans-Setting an initial plan or reviewing existing retirement plans for cost savings and investment options
  • Insurance Plans-Setting and helping businesses utilize a range of insurance products to manage risk
  • Cash Management Services-Offer a variety of cash management services customize for the business
  • Wealth Management-Ensuring business income is used efficiently by offering an array of innovative planning products and investment services

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Now Closed

Opening Hours

  • Monday 09:00 AM - 05:00 PM
  • Tuesday 09:00 AM - 05:00 PM
  • Wednesday 09:00 AM - 05:00 PM
  • Thursday 09:00 AM - 05:00 PM
  • Friday 09:00 AM - 05:00 PM
  • SaturdayClosed
  • SundayClosed

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