Broker Check

Meet The Team

How We Work

Our journey to becoming financial professionals is deeply personal. We have frequently seen families struggle to find the necessary support to plan their financial futures. With our comprehensive understanding of personal finance and our training as financial professionals, we are confident in our ability to help individuals better prepare for what lies ahead. Our firm is built on the cornerstone of family values, and it is our desire for you to feel like an integral part of our family as well.

We aim to empower you with the knowledge to become the best financial version of yourself. With years of experience in the industry, we take pride in our ability to educate people in a manner that is simple to understand, enabling them to comprehend personal finance concepts and apply them towards achieving their financial goals.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Your Advisor

David J. Constantino

Investment Adviser Representative

(716) 837-1542

With over ten years of experience, David is a seasoned financial advisor dedicated to assisting individuals and businesses in reaching their financial goals. His extensive knowledge in financial planning, risk management, and...
Read more

Michael E. Constantino

Registered Representative



St. Petersburg Office

Click Here To Visit Website