Our services

Individuals and Family Services:

• Apollo Direct, Student Loan Forgiveness planning for Healthcare Professionals
  
• Personal Financial Planning
  
• Rubin Goldman & Associates, Private Wealth Management
  

Business Services:

• Apollo Group, Student Loan Forgiveness wellness benefit for non-profit hospitals
  
• AWH CPA Program
  
• PST Advisors, LLC, Portfolio Strategist
  
• Retirement Plan Advisory Group
  

Strategic Associations:

• Highland Financial Group, New England
  
• Karr Barth Associates, Philadelphia