Navigating Life's Journey

Financial Planning | Investments | Wealth Management

Independent Financial Professionals

As an independent, full-service financial services firm, we secure your financial future by providing investment opportunities and wealth management products as diverse as you need them to be.

How are we different? Our advisors take the time to LISTEN-FIRST, then give you advice backed with expertise and experience to custom-tailor a wide range of services to fit your life’s roadmap and unique financial needs.

We never charge a fee for an initial consultation and allow you to choose from three options to pay for our services.

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We have moved!

Our new office location is: 400 Plaza Drive, Suite A, Vestal, NY 13850