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7070 Murphy Road, Port Leyden, NY 13433

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Tim started as a stock broker in 1986 and has been honing his skills for the past 29 years. He worked as a consultant with most of the major Wall Street firms along with several large banks for thirteen of those years. He made the...

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Bruce Whitney

Administrative Assistant

315-343-2615

Bruce was born in 1928 in Fulton, NY. On his 16th birthday he enlisted into the National Guard and eventually achieved the rank of Major retiring, in 1995. After graduating, Bruce enrolled in a business school and upon completion he...

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