My Team
Larry Van Atta
Senior Vice President - Financial Advisor, Consulting GroupMarissa Van Atta-Jones
Financial AdvisorKathy Greco
Branch Service Manager/Senior Investment AssocLet's start the conversation
If you want to discuss your portfolio or have financial questions, please fill out the below form.
To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.
Social Media
See footer below for group’s social profiles >
Fall is here, and that means falling leaves, cooler weather and, for many of us, returning to school or work. Wishing you a happy fall season filled with purpose and meaning.
Being proactive can make all the difference. Let’s schedule a time to discuss practical sources of liquidity so you can be prepared for the unexpected.
As we mark this 9/11 anniversary, we honor those who were lost and the heroes who emerged in our darkest hours. Let their legacy inspire us to uphold the ideals of bravery, compassion and unity. #PatriotDay