Broker Check

Work With Someone You Know!

Wherever you want to go, we're ready to help at every step of the way.

Schedule an Appointment
Questions to Consider When Buying a Vacation Home

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.
Learn More
4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Learn More
Working with a CFS* Financial Advisor

Working with a CFS* Financial Advisor

Our CFS* Financial Advisors are available by appointment to meet and discuss your goals. Contact a financial advisor today to set up a complimentary, no-obligation meeting.

Meet Our Team

Begin Planning for your Financial Future

Use these tools to help educate yourself on retirement planning and other life stages and share this information with a CFS* Financial Advisor to review in further detail.

Calculate Now

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team to help every step of the way.

Lifestyle

Dream big, have fun.

Investment

Our investment team can create a portfolio that's designed to fit your lifestyle.

Taxes

We have resources that can help resolve some of the most sophisticated tax issues.

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate strategy for your family's situation.

Money

Wealth management is one of the most overlooked parts of building a comprehensive retirement strategy. Let us help you build for tomorrow.

Speak with one of our CFS* advisors to learn how <strong>we help you reach your goal.</strong>

Speak with one of our CFS* advisors to learn how we help you reach your goal.

What Sets Us Apart

Our CFS* financial advisors love to help navigate the intersection of life and financial preparation. With our team at your back, you'll be able to live a life full of fun, passion, and purpose. Let’s forge a path to your financial future together.

Call Us

716.434.2290


Main Office

6485 South Transit Road
Lockport, NY 14094