Mailing Address
300 Corporate Parkway, Suite 216N
Amherst, NY 14226
Physical Address
300 Corporate Parkway, Suite 130N
Amherst, NY 14226
Mailing Address: 300 Corporate Parkway, Suite 216N
Amherst,
NY
14226
Phone:
- 716.842.1993
Fax:
- 716.842.4024
Newsletters
-
Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
-
Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
-
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
-
What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
Calculators
-
Lease Payment
How much would your monthly lease payment be?
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.