Our Services

Our experience in financial matters affords you a team approach to developing a cohesive financial strategy. We stay abreast of changing regulations, emphasizing the areas of estate taxation, pension planning, and executive benefits, and we work closely with you and your trusted attorney, CPA, and other financial professionals.

Our services encompass many areas of financial planning that business owners and professionals tell us are of paramount importance.

Products and services are offered through the following companies:


The O. N. Equity Sales Company
(ONESCO) is a registered broker/dealer subsidiary of Constellation Insurance, Inc. offering an extensive line of financial products and services including mutual funds, unit investment trusts,stock and bond trading, public and private limited partnerships, real estate investment trusts, variable annuities and asset management services.

RBC Trust
(RBC) is a Delaware trust company, offers complete personal trust and custody services through strategic partnerships with professional advisors across the country.