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.
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Information & insight
Visualize your future [VIDEO]
A volatile year with a silver lining
When would it be ok to start cutting rates, and by how much?
Recapping November’s key market events

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