Our Qualifications

The senior Managing Partner, Mergim Elezi, has nearly 30 years experience working for some of the major Investment Management and Banking institutions.  This includes 15 years at Goldman Sachs, 9 years at Citi Prime Finance, and 6 years in total at BlackRock, AIG, and JP Morgan.  He held diverse roles, including Senior Investment Advisor, Chief Financial Officer, Chief Operating Officer, and Head of Middle Office and Infrastructure. 

We have been working with individuals and businesses in the area for several years, and each of our agents will have extensive personal and professional experience.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to working to help you pursue your financial goals.