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Contact Info

360 Delaware Avenue
Suite 400

Buffalo, NY 14202
Map and Directions

Phone: (716) 783-7054

Fax: (716) 783-7068

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Resources

  • Videos

    • Should You Pay Off Debt or Save for Retirement?
    • Should You Sell When the Market Drops?
    • 3 Potential Benefits of Dollar-Cost Averaging
    • Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
    • The Basics of Social Security Retirement Benefits
    • Financial Planning: Helping You See the Big Picture
    • Stocks and Stock Mutual Funds 101
    • Bonds and Bond Mutual Funds 101
    • The Pros and Cons of a Big Tax Refund
    • Are Your Investment Decisions Influenced by Emotions?
    • 6 Reasons to Work with a Financial Professional
    • Women and Money: Taking Charge of Your Financial Future
    • The Latte Habit
    • What Is Investment Risk?
    • Do You Know Who Your Beneficiaries Are?
    • The Value of a Bond
    • What Would Happen to Your Estate?
    • What Is An Annuity?
  • Tax Library

    • Tax Forms
    • Tax Rates
    • Tax Publications
    • Tax Glossary
    • Tax Calendar

Contact Info

360 Delaware Avenue
Suite 400

Buffalo, NY 14202
Map and Directions

Phone: (716) 783-7054

Fax: (716) 783-7068

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