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.
Wednesday, March 10, 2021
6:00 PM - 7:30 PM on Zoom
Join David Younis CFP®, Director of Financial Services at Allied Financial Partners and Marcus Kroll, Esq. of Kroll Law Firm, LLP, for a conversation to discuss the most pressing concerns regarding effective estate and long-term care planning.
Click here to see featured topics...
NYS Department of Labor has identified over 425,000 fraudulent claims.
Anyone who receives a monetary determination letter from the Department of Labor, but did not apply for unemployment benefits, should immediately report it to the DOL at on.ny.gov/uifraud.
In addition, New Yorkers should take steps to proactively protect themselves, included those listed at report.com;
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."
Jane Bond: Scaling the Ladder
Does Your Child Need to File an Income Tax Return?
Social Security: Two Benefit Strategies Eliminated
Principles of Preserving Wealth
Check the background of this firm and investment professionals on FINRA's BrokerCheck.