Bruce has been guiding clients in retirement planning and investment options for over 50 years and when it came time to hand off that responsibility, he wanted someone he could trust.

Stephen Perrone recognizes the value of trust and the confidence Bruce has in his ability to provide you with trustworthy guidance.

Stephen has 40 years of investment experience, including 28 years as CEO of Northeast Securities, Inc. (click here for more on Steve’s experience)​

Bruce and Stephen share a common goal: ensuring that this transition is hassle-free and aligned with the high level of personal attention and outstanding service that clients have come to expect over the years.

You can maintain continuity in your current investment vehicles and potentially identify new opportunities to build your portfolio. On top of your existing plans, we provide tailored investment planning services designed to align with your specific financial goals, risk tolerance, and investment timeline.

Please feel free to contact us with any questions, or comments, or to schedule a portfolio review.