BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future and an inclusive society. As the 8th largest bank in North America by assets, we provide personal and commercial banking, global markets and investment banking services to 13 million customers. We’re proud to be fueling progress for individuals, families and businesses across North America.

Full service brokerage firm. We offer the following but not limited to: stocks, bonds, mutual funds, annuities, C.D.s and more.

Pericles Financial has retirement/investment advisor reps and insurance agents looking to build your financial understanding, wealth, legacy and freedom.

We have over 31 years combined experience and expertise in this industry to guide you through every step of your financial journey. Our office is specifically passionate about retirement planning, finding tax efficient financial strategies, and empowering women by providing financial education. Additionally, we help guide our clients with investment management, protecting loved ones against the impact of extended care, death, and disability, and so much more. We will focus on providing you with sound financial guidance through a variety of strategies that fit your needs to help you reach your financial goals.

Thrivent is a unique kind of membership organization called a fraternal benefit society. By definition, a fraternal benefit society is a not-for-profit organization that provides insurance to its members and – this is key – has to carry out social, intellectual, educational, charitable, benevolent, moral, fraternal, patriotic or religious purposes for the benefit of its members and the public. So we don’t simply sell insurance, and we don’t simply do charitable work either. As a fraternal benefit society, we do both as we help Thrivent members on their wise with money journeys.  At Thrivent, you’re part of something bigger than yourself. As a member, you’ll get sound financial guidance, exclusive offers and ways to connect with others.