Just like you, your financial needs and objectives are unique. We will work closely with you to not only help you define your individual needs and objectives, but also to design and implement a customized solution to help you and your family achieve your unique financial goals.
We Moved!
Our new office is located at:
1250 Pittsford-Victor Rd.
Building 200, Suite 150
Pittsford, NY 14534
Phone, fax, and email address remain the same.
About Our Move
I have been an owner and an occupant of Perinton Profession Park for almost twenty years. After twenty years my office was beginning to show its age. In fact, prior to the pandemic, we had made the decision to renovate the office. When the pandemic hit, we put our renovation plans on hold. Coincidently, in 2021, a real estate developer made, what all owners agreed, was a fair offer to buy the entire complex. By selling the property, I am now able to relocate my office into a nicer, more accessible, centrally located office. Moreover, since I will no longer be an owner, I can focus the entirety of our efforts doing what we do best: serving your needs.
Newsletters
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HOT TOPIC: Trade Roundup: New Tariff Actions and Rates
This article explains newly implemented and upcoming tariffs and their potential economic impact.
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What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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Be Storm Smart: How to Prepare for Extreme Weather
More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.