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Hi, I’m Luke.

Let's talk about your financial future.

Luke Ragusa

Vice President

I can help you with:

  • Income-Oriented Strategies
  • Retirement Planning
  • Annuity and Life Insurance Reviews
  • 401(k) Rollovers and IRAs
  • Tax-Efficient Strategies
  • College Savings Plans
  • Personalized Service and Complimentary Consultations
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Recent Articles

Catherine Guerrieri

Budgeting Your Way to a Secure Financial Future

The budget is a fundamental tool often overlooked when pursuing financial security and prosperity. Crafting a budget isn't just about tracking expenses; it's about sculpting a roadmap to your financial goals. Here's why having a budget is non-negotiable for securing your financial future: Understanding Your Financial Landscape Before...

Catherine Guerrieri

Money Smart Week 2024

Do you ever wonder where your money disappears every payday or feel that getting out of debt is an unreachable goal? National Money Smart Week presents an ideal opportunity to enhance your understanding of personal finance. This annual nationwide event aims to enhance the public's understanding...

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