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Frequently Asked Questions

Q: When I set up a meeting, am I under any obligation?

A: No, consultations are free. This way you can come in, meet with me and make sure you are comfortable before we get started.

Q: I already have an insurance agent and accountant I am working with. Can you coordinate with them to create an integrated financial program using input from each?

A: Absolutely! Many of our clients have other financial relationships. If we can fill a need or work with someone you know already, we will be happy to do whatever is best for you.

Licensed in the following states:

Michael P. Fetrow: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, NC, ND, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA

Mert G. Gilbert: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, NC, ND, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA

Steven K. Manley: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, NC, ND, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA

Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser. Member FINRA, NYSE, SIPC.