Our Qualifications

Anthony E. LoCascio is a CERTIFIED FINANCIAL PLANNERTM  and has been advising clients since 1981. Anthony is dedicated to developing lasting relationships with all of his clients. Anthony and his staff believe in helping you assess your financial goals and participate in the management of your finances.

Susan Motta and Elizabeth Hogan assist Anthony and all are Registered Representatives affiliated with Questar Capital Corporation which is a member of FINRA (Financial Industry Regulatory Authority). Susan is also a REGISTERED PARAPLANNERSM through the College for Financial Planning. Please view Anthony's resume link.

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 using our knowledge and experience to help you pursue your financial goals.