Experience shapes our values, ideas and services. As a team with over 100 years of assisting families and businesses, we work to provide familiarity, consistency and capacity to help you meet your goals.

As the world evolves, it is important to stay in front of new ideas. Recognized as the #1 Global Equity Research Provider for 2023 by Institutional Investor Magazine. Ideas we share with you.

Cresswell, Sondalle & Associates — Old Fashioned Values. New Ideas™

^{*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2023 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.}