Ann Poloko

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Feel The Difference Our Commitment Makes Caring and experience are at the core of everything we do for our clients. We believe that our key strengths are our: Total Focus On Your Interests. As an independent firm, we have no corporate ties or proprietary interests to serve. This freedom gives us the ability to focus fully on doing whatâ??s right for you every time. Pursuit of Excellence. Our team members have invested in themselves with advanced training and professional education. Our strategies are guided by a disciplined financial planning process that is backed by research and experience.