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Client Portals

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

  *new tax portal system


*out-going tax portal system

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.

News & Events

Medicare Made Clear Webinar September 23


Whether you are just approaching 65, or you are already enrolled in Medicare, this webinar is for you! 

In this webinar, key Medicare enrollment concepts will be addressed including: 

  • Reimbursement Levels
  • Supplemental Coverage
  • Annual Coverage Updates

Wednesday, September 23 @ 6:00 PM

RSVP Today!

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. We expect additional guidance from the NY Commissioner of Labor as we approach the effective date. 

For a summary of the law based on its current form 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.    

Recent Eblasts

Our Process

Monthly Eblast: October 2020

All of our offices will be closed on Wednesday, November 11, 2020 

in observance of Veteran's Day.

Read Now
Our History

Monthly Eblast: September 2020   

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 documents 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.

<p>Test Your Life Insurance Knowledge</p>

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Learn More
<p>Assess Your Life Insurance Needs</p>

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Learn More
<p>Protecting Those Who Matter Most</p>

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.
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<p>Insurance Needs Assessment: For Empty Nesters and Retirees</p>

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
Learn More

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