Located in the heart of Central New York in the quaint little village of Homer, New York, we are working to provide our clients with personal financial advisement. From stocks, bonds, and investing to life insurance, we help to guide our clients to plan ahead for smooth financial sailing. If you are ready to take control of your finances and plan for the future, we are ready to help you meet your goals.
If you’re exploring your options and not sure what is next, take a tour of our website. When you are ready to discuss your needs, go to our contact page to schedule your appointment.