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2850 Clover Street, Suite #2
Pittsford, NY 14534
Phone:
  • 585-231-1595
Fax:
  • 585-231-1589

Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

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Calculators

You can review interesting calculators on my site.

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FACT

Flexible, accretive, and transparent. These are refreshing times to be able to place the client's interest front and center of what we do, and how we deliver services to help clients achieve their goals, objectives, and dreams.

 

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, research reports and more.  We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. 

We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

It has been our experience that many educated busy people simply do not have the time to effectively manage their own financial affairs.  To prepare a financial plan with the same level of care as that of a professional advisor would take considerable time, effort and research.  We can help.