CONNECT

Address:

438 E Union St
Newark, NY 14513

Phone:

Call or Text: (315) 331-7925 Call or Text: 1-800-332-7925

Fax/Other:

F: (315) 331-8226

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 

  • Tax management
  • Investment management, Mutual funds, Stocks
  • Retirement strategies 
  • Estate conservation
  • Health Insurance, Life Insurance and Annuity products
  • Accounting
  • Payroll
  • Tax Preparation
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck