Andrew Cayer (CFP®)

Andrew Cayer focuses in the
following client markets or areas of practice:

Baby Boomers

Business Owners

College/Education Planning

Generation X

Real Estate Investments

Tax Planning

Planning Specialties

Additional Information

Our team is comprised of engaged and enthusiastic individuals who not only have the expertise of real-world financial solutions, but also have the experience to back it up. To ensure you receive the best advice possible, you will work with a team of Certified Financial Planners™ and Certified Public Accountants. In addition, our sister company is Sansiveri, Kimball & Co., LLP – a business consultancy and public accounting firm. Combined are our in-house professionals with our extensive network of attorneys, insurers, and specialists, we are prepared to proactively address your issues with an integrated, multi-pronged approach.