About Us


Founded in 1979 by Calogero Cicero, we are a family business dedicated to helping our clients achieve their financial goals through expert guidance and a strong portfolio of investment and insurance products. Serving the Greater Hamilton Area, our specialty is helping families define and reach their financial goals.

MD Insurance Specialist. Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant.

Our People


Paul Cicero
Financial Advisor
Donna Harte
Client Relationship Manager