We simplify the complex details
of managing your wealth.








We are local financial advisors providing unbiased, transparent advice to our clients for over 50 years.

Many of our advisors have decades of experience and knowledge behind them. Our history in the investment industry provides our clients with access to valuable experience. Having a financial advisor means that you have help from someone concerned with your specific goals and who can assist in drafting a plan that is suited to your needs.




Independent Advisors

Daniel Dovan

Daniel Dovan, CRC®

Financial Advisor, Certified Retirement Counselor®

(585) 272-8470

Howard Aspacher

Howard Aspacher, CFP®

Financial Advisor, CERTIFIED FINANCIAL PLANNER™ Professional

(585) 738-1681

Ed Bouwmeester

Ed Bouwmeester, CRC®

Financial Advisor, Certified Retirement Counselor®

(585) 750-5555

Lee Kern

Lee Kern, AIF®, CRC®

Financial Advisor, Accredited Investment Fiduciary®, Certified Retirement Counselor®

(585) 739-6916

Marty Lazzaro

Marty Lazzaro, CRC®, CRES

Financial Advisor, Certified Retirement Counselor®, Certified Retirement Education Specialist

(585) 272-8470

Robert Mezzio

Robert Mezzio, CRC®

Financial Advisor, Certified Retirement Counselor®

(585) 304-1825

Michael Kramer, Accutax

Michael Kramer

Michael Kramer, CRC®

Financial Advisor, Certified Retirement Counselor®

(585) 703-7418

Contact us for more information about our firm and the services we offer. We would welcome the opportunity to speak with you.

(585) 272-8470