Western New York's Independent Financial Planning Firm

We work for you, not for insurance companies or other financial institutions. Our mission is to help people achieve financial independence with unparalleled integrity and financial planning skills.

Contact Us Services

INVESTMENTS  

Mutual funds, stocks and bonds carefully chosen to align with your goals and objectives.

Retirement
Planning  

A wide variety of retirement solutions from consulting to asset management.

Estate
Planning  

Trust, tax and beneficiary planning.

College
Planning  

Helping you to anticipate the expense and save accordingly.

Insurance  

Offering a wide variety of life, disability and property insurance options.

Divorce Consulting  

A CDFA gives expert advice during a stressful time

Guiding Our Clients to Financial Independence for Over 40 Years

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