Life Insurance Options
This week on “Financially Fit” we feature two client case studies to discuss various life insurance options. Make sure your family is protected, please reach
Financially Fit: Stock market trading frenzy
On our most recent “Financially Fit” Allen Dembski and Taunya Abaya discuss the recent stock market trading frenzy with GameStop, AMC and other stocks. We
New Satellite Office
We are pleased to announce the opening of our new office at 341 Delaware Ave., Tonawanda, NY 14127. We are able to help clients with
Year-End Tax Planning
In case you missed it, we had another online seminar last week. Michael Knapp, one of our Financial Advisors as well as a trained Accountant,
Medicare 101
Last week we hosted a Medicare Seminar with Maria Schenk of Sheridan Benefits. For a recap, view the presentation on our You Tube Channel. Maria
5 Ways Financial Planning Can Help
Most of us know we should save money. But when it comes to actually doing it, people tend to fall into two camps: non-planners and