Wachovia

 

Erik M. O’Neill, CFP® CRPC®
Senior Vice President – Investment Officer
PIM Portfolio Manager
 
Kenji J. Kimura
Financial Consultant
 
Stephanie L. Poirier
Registered Client Associate
 
Our mission is to become an essential partner in our clients’ lives by providing tailored financial advice that is both suitable and unbiased. By carefully selecting the members of our team, and by constantly improving ourselves through continuing education, our goal is to provide the highest level of service and professionalism. 

 
Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

It's Not Too Late to Consider Life Insurance

Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

Hot Topic: Historic Stimulus Strives to Spur Economy

In an attempt to address the nation's ongoing economic challenges, Congress has passed and the president has signed the American Recovery and Reinvestment Act of 2009. The $787 billion package is remarkable not only in its scale and scope but in the speed of its passage as well.

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