We are an independent financial advisory firm that works collectively with you to give you the unbiased advice you need to have a successful retirement. We're small enough to know you, with big enough resources to satisfy all your financial planning needs. Our primary responsibility is you. We keep a deep bench to give you the confidence that you will never outgrow our services. 


Jeremy Keating, MBA

Financial Planner

Richard Gigliotti, RICP

Financial Planner

Amanda Aragona

Director of Operations

Alexander Mele

Financial Planner

Mandy Stone

Client Relationship Manager

We work with Securities America to support our service to clients. Their role is protect the client in terms of compliance and processing of paper work. Securities America is one of the leaders in the industry with a strong tenure of upper management. They support over 2500 advisors in working closely with clients. Ladenburg Thalmann owns Securities America as well as a very diverse lineup of financial companies that advisors can leverage with our clients. Being a comprehensive advisor means being able to offer a comprehensive suite of services. Ladenburg provides relationships and services to satisfy all the necessary funtions of a successful advisory relationship with clients.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.


Registered Representatives offer securities through Securities America, Inc. Member FINRA/SIPC. Financial advisors offer advisory services through Arbor Point Advisors. Capital Income Advisors, Arbor Point Advisors and Securities America companies are unaffiliated. CA Insurance Licenses: Jeremy Keating #0E28476; Richard Gigliotti #0H83102; Alexander Mele NY#1223779

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities America and its representatives do not provide tax advice; therefore it is important to coordinate with your tax advisor regarding your specific situation

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