Sheppard Mosher

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. At Ammerly, we are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

The Platinum Wealth Group will “Medal” in the financial security and well-being of your family and your business. Your financial life is our business, your dreams become our dreams, and your success becomes our success. At Platinum, we aspire and focus each day to prepare you for a future of freedom, prosperity, and peace. Our commitment to continuous learning, harnessing intellectual capital, and executing our custom and dynamic client investment management strategies, allows us to navigate the ever-shifting landscape of markets, the drivers of economies and a complicated investment world that creates such confusion.

Dean Licata & Associates, LLC is a financial services firm that helps people reach their financial goals. They offer a variety of services, including retirement planning, college savings, estate planning, and more. The firm has a team of experienced professionals who can help you create a personalized plan that meets your specific needs.