Appointments

We look forward to meeting with you to help you meet your financial goals.

We can accommodate meetings over zoom, phone or at our location.  If you don’t see a time that works for you, call 315-637-5153.

Choose a date and time from one of our calendars below. Once your appointment is set, you will receive an email confirmation that will allow you to set the appointment in your calendar. You will also get a reminder email 24 hours before your meeting.

If you are a new client, the best way for us to start putting your plan together is for you to have some information on hand.  We’ve prepared meeting checklists to help you get ready.

INVESTMENT MEETING

TAX MEETING

 

SUE’S CALENDAR

 

GAYLE’S CALENDAR