Investing Made Easier

We offer financial strategies for both businesses and individuals that address your challenges and fit your needs.  Big business or small, soon-to-be-retiree or new college grad, we get to know your concerns and work to solve them with a confidential team approach.

Located inside the Taunton Federal Credit Union,  our location combines the experience and trusted advisory services provided through Voya Financial Advisors with the member-focused service that Taunton Federal Credit Union has become known for over 70 years.  We work to provide unbiased and holistic personal and business planning in a way we feel best suits our clients, working with a wide range of highly reputable companies on your behalf, helping you work toward peace of mind.