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

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A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.
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Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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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.

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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.

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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.

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716.434.2290


Main Office

6485 South Transit Road
Lockport, NY 14094