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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.
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.
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.
