A time-honored tradition of prudent financial guidance

We’ve been serving hard-working, self-made business owners, professionals and executives and their families for generations from our office here in Western New York. We’ve been here for them through a big part of their lives and have been helping them to and through retirement. One thing we’ve learned from being in this business for more than 50 years is that it’s not only about building financial plans and investment portfolios, it’s about building personal bonds and trusting relationships.

“We’ve dedicated our careers to delivering financial advice that fits your life.”
Alan K. Scheff, Partner, Branch Manager