The Elite Planning Group
Doug Quinn - Eric Snow - Kathy Kremer
Kervin Walsh - Perrin Langlois
The key to our business is the comprehensive planning service we provide to our clients. We take pride in the fact that our clients are treated with the utmost respect, fairness and care. This high level of service can not be accomplished alone however. That is why we are an AXA Advisors Producer Group.
Working together as a team of financial professionals, we can provide our clients with a higher level of service and skills than can be expected from any one person. We have been operating since 1982, so you can have confidence in the value of over 103 years of combined experience in the financial services industry.
Our practice focuses on three main areas:
retirement planning for businesses and individuals
settlement planning for plaintiffs and attorneys
In the end, the strength of our team is brought together as one powerful resource to help you accumulate, distribute and transfer wealth to your family.