(from left to right: Kevin Cross, Jen Nottell, Ryan Miller)

255 Woodcliff Drive 1st Floor
Fairport, NY 14450
585-240-2700 ext 207

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Since 2003, we have been making financial planning easier for our clients with our...

Education

Knowledge to make informed financial decisions

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Service

Communication to maintain & adjust your plan

Our Services

Transparency

Clear expectations to explain our process

Our Process