36 Niagara Street
Utilizing a unique process of in-depth data collection and clarification of client objectives, we develop comprehensive financial planning solutions tailored specifically to our clients goals and vision.
CPA & Accounting
We strive to build lasting relationships with our clients. You can count on us during tax season and through-out the year for your personal and/or business accounting needs.
Our dedication to providing accurate, efficient and personalized service to our clients allows our clients to focus on running their business confidently knowing that we are taking care of their employees.
Health Insurance & Medicare
As a trusted resource for our clients, we will work to educate you in the best health insurance options available to meet the specific needs of yourself, your family, or your employees.
HR Services & Benefits
HR matters because people matter. Offering a variety of tools and services allows our clients to provide a compliant and positive work environment for their employees.
Use the links below to access our secure and convenient client portals.
CLICK HERE to request a portal.
CLICK HERE to request access.
Curated articles, videos, and more for a more savvy you.
A $28.6 billion restaurant and bar grant program will be made available soon. Members of the IndependentRestaurant Coalition partnered with members of Congress to craft the legislation.
While the Small Business Administration prepares to stand up the program, businesses should take steps to organize the materials necessary to submit an application once it is available. Click the link below for more information about the program, and what businesses can do to prepare for the application:
For more information click here.
Click here to read.
(585) 410-6733 x130
(585) 410-6733 x144
(585) 410-6733 x143
(585) 410-6733 x115
(585) 410-6733 x113
"Having insurance doesn't guarantee good health outcomes, but it is a critical factor."
- Irwin Redlener
"An investment in knowledge pays the best interest."
- Benjamin Franklin
"Frugality includes all the other virtues."
What’s Your Investment IQ?
Tax Deductions You Won't Believe
What Is an Annuity?
Trends in Charitable Giving
Check the background of this firm and investment professionals on FINRA's BrokerCheck.