Trusted Financial Partners.
We'll Be There.

Rochester: 585.473.3590
Batavia: 585.344.1850
Lockport: 716.304.2102

Contact Us

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Contact Us

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Search Blog

Contact Us

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Search Blog

Contact Us

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Here we are again

Published March 19, 2020 1791 Views

Well, here we are again.  Encountering a multifaceted market correction.  “It’s different this time” we heard all the way up on this bull run and now, as real urgency kicks in, we are hearing “this one is different” on this correction. From my perch, it was...

Read More

Tax Deadline Changes - What You Need To Know

Published March 18, 2020 1827 Views

Dear Valued Client - As the news about COVID-19 and its effects evolve we are all learning how to react and adapt.  As you are aware, the deadline for filing your personal income taxes is April 15th.  While we understand that there are certain provisions being made available to prevent...

Read More

Uncertainty Leads to Volatility.

Published March 9, 2020 1709 Views

Uncertainty Leads to Volatility.

Capital markets have seen a significant amount of volatility over the past couple weeks. Worldwide cases of COVID – 19 (commonly known as the coronavirus) now exceeds 100,000, OPEC failed to strike a deal to cut production, and all of this is happening within an election year. The volatility t...

Read More

We place you at the center of your financial plan.

Contact Us