Our Company

We are a full-service financial company committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.



Please call us if you have any questions about our company or the range of financial products and services we provide. Our company has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

J Michael Todd Licensed in Fl GA & NC