Alex M. Cena

Financial Advisor

Contact Me

Products and Services For Families

529 Plans / Education Planning

Solutions for the many ways to save for a child's college education, including 529 College Savings Plans, Coverdell Education Savings Accounts and UGMA/UTMA.

Estate Planning

Addressing the needs of your estate from helping families handle wills and legal documents to legacy planning and gifting to helping with family governance and wealth plan protection.

Ready to start a conversation? Contact Alex M. Cena today.

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