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Tax Preparation
Investments
Insurance

Calculator And Documents

Tax Appointment

Appointments fill quickly each season. Reserve your time through our online calendar

Schedule Your Appointment

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Financial Planning Appointment

Select a convenient appointment time using our online scheduler. We look forward to guiding you toward your financial goals

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Online Meeting

Select your advisor from the dropdown menu then select a convenient time for your online meeting

Schedule Your Appointment
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Sean P. Collins

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Sean attended Niagara University where he earned both an Undergraduate degree in Economics & Finance as well as an M.B.A. in Finance.  Mr. Collins has served as a Financial Analyst for the Institutional Sales Division of Citi Group. He now combines his many years of experience, as both a Financial Analyst and a Personal Financial Advisor, to assist his clients in the Rochester area meet their financial goals by designing sound, long-term well integrated financial plans. He is also President of S. P. Collins & Company, a tax preparation service.  Mr. Collins is also a member or has served on the Board of Directors of the following organizations:  The Rotary Club of Gates-Chili, The Gates-Chili Rotary Charities Foundation and the Gates-Chili Chamber of Commerce.  He now combines his years of experience as a Financial Analyst, Financial Advisor and Tax Advisor to design and monitor financial plans and efficient tax strategies for his clients.

Background

Services

Calculator And Documents

Tax Preparation

You can rely on us to provide you with the highest level of service while taking care of all your tax needs.  Our tax consultants put the full emphasis on you, our client, to get you your maximum tax return.

Stock Market Analysis

Investing

We believe that financial planning is a very personal process.  This is why we take the time to get to know each and every one of our clients personally. Due to our dedication to our clients and our personal approach we are able to provide them with the highest level of financial planning and wealth management services.

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Insurance

We provide Insurance solutions to individuals in the Rochester & Western New York area.  We work with many of the largest Insurance providers in the industry to allow us to provide our clients with the right fit when it comes to their insurance needs.

1701 Chili Ave

Rochester, NY 14624

585-270-1321

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