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7070 Murphy Road, Port Leyden, NY 13433

 

Products & Services

We provide assistance in the following areas:

Investments

  • Simple IRA
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Brokerage Accounts
  • Government Securities
  • Variable Annuity
  • Common Stock
  • Bonds

Financial Services

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College 529 Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Auto
  • Long-Term-Care Insurance
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