About Our Firm

We are a Full-service Financial Planning firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. 

 

We strive to differentiate ourselves from others in the industry in a variety of ways almost like a "purple elephant" in a crowd.  Examples of this are our discounted Income Tax Preparation Service for valued investment planning clients, our Annual Client Appreciation Cruise aboard the Miss Buffalo, Spring & Fall client workshops, Financial Success professional newsletters and acknowledgements of our clients special occasions or life changing events such as birthdays, anniversaries, retirement, marriage, college graduation of family member, after a divorce or death of a loved one.  We like to think when a client walks through our office door they always feel welcome and they get the appropriate attention and care that they deserve.  This is evidenced by first name greetings and/or welcome over the phone or in person and prompt follow-up concerning any service related needs or issues.