36 Niagara Street
We Love Being in the Community
One of the most important ways in which we serve our clients is by being active in our community. After all, we live here too!
United Way of Ontario County, Delaware County and Otsego County
Genesee Land Trust
Victor Chamber of Commerce
Legion & Local Baseball Programs
Local & Youth Football
Honeoye Chamber of Commerce
Ontario Habitat for Humanity
Victor YMCA 5k Run / Walk
Farmington - Victor Kiwanas
Small Business Council of Rochester
Canandaigua Chamber of Commerce
Greece Chamber of Commerce
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.