900 State Route 71
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Tom enjoys working with business owners, professionals and their families to solve problems and make wise choices not just in managing their wealth but also in transcending their legacy. In the business for 32 years, his specialty is...
Happy Client Experience Specialist
Please welcome Cooper to the team! Cooper is a Nova Scotia Ducktolling Retriever who brings to the team a natural ability to make clients feel welcome and happy, as well as making them feel like saying “AWWW”…..
Administrative Virtual Assistant
In late December 2021, Tiffany started working as an administrative assistant for Novem Group. Tiffany attended Bryant & Stratton College where she majored in...
Financial Advisor & President Of Novem Group
Senior Business Development Representative
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.