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Use the links below to access our secure and convenient client portals.



CoronaVirus: What should Investors Do?
Posted 3.11.2020

While Markets have continued to gyrate and we seek to separate the noise from the reality, we felt it would be helpful to offer further context. One of our investment partners - "Assetmark", has developed some helpful and thoughtful commentary. The information provided is more in depth than what was previously available and provides more substantial answers to the questions that we have been receiving from our clients.

Read Coronavirus: What should investors do?


Meet Our Team

Put a century of combined experience to work for you.

Helpful Content

Curated articles, videos, and more for a more insurance savvy you.

NYS Mandatory Paid Sick Leave Updates


Beginning September 30, 2020, employees in New York must accrue protected sick leave but employees are NOT entitled to use their accrued sick leave until January 1, 2021. Here is a summary based on the law in its current form. We expect additional guidance from the NY Commissioner of Labor as we approach the effective date.  For more details click here.

NEW: Financial Services Audio Series Presented by Jason Tabor CFP®


Jason Tabor, CFP®, of our Cooperstown/Oneonta office, has released an audio series discussing financial services topics on YouTube.  

SUBSCRIBE to our YouTube Channel to receive notifications whenever new content is posted.    

Client Alert: Unemployment Benefits Scam


The FBI is currently investigating an active unemployment insurance scam. The scam involves letters about unemployment insurance that are legitimately from the New York State Department of Labor but are being sent to individuals who did not apply for the payments.  READ MORE

Recent Eblasts

Our History

Monthly Eblast: July 2020

Read Now
Our Process

All of our offices will be closed on Friday, July 3, 2020

in observance of Independence Day.

Read Now


Tax Documents

Find several frequently requested tax documents for your convenience. Feel free to contact us if you can't find what you're looking for.

Payroll Documents

Find several frequently requested payroll dofuments for your convenience. Feel free to contact us if you can't find what you're looking for.

Track Your Refund

Tracking your tax refund is easy with our Tax Refund Tracker. Find out when you'll receive your federal and/or state tax refunds. tax-refund-tracker


Our semi-annual newsletters include articles of interest as well as AFP company news. Past newsletters are available here for your review.

Check the background of this firm and investment professional(a) on FINRA's BrokerCheck.

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Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
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Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.
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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.
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