Office Announcements
All of our office locations will be closed on Monday, May 27, 2019
in celebration of Memorial Day.

Payroll Clients: Please review your active employee list and inform your payroll specialist of any changes.
Creating A Plan To Care For Loved Ones
With roughly 10,000 baby boomers reaching retirement age daily over the next 15 years, many middle-aged individuals will need to balance helping dependent family members or loved ones financially and saving for their own retirement.
Few conversations can be harder to have with your parents than asking about the plans they’ve made for their death. Click here for information about how to talk to your parents about letters of instruction.
Sexual Harassment Prevention Training
Let us help you comply with New York State's new sexual harassment law. Our interactive, online training meets and exceeds the minimum standards developed by the Department of Labor and Division of Human Rights. For details about the program click here.

To purchase this compliance product for your company contact Andrea True at (585) 410-6733 ext. 103 or via email at .
We'd like to hear from you!
The thumbs up corner of our semi-annual newsletter highlights our clients' achievements. If you have any news that you would like us to feature, please email Andrea True at .
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We want to hear from you!! This eblast is written for the benefit of our clients. Please reply to this email with any topics of interest, questions or concerns you may have and we would be happy to address them.
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Securities offered through Registered Representatives of Securities America, Inc., a broker-dealer, member FINRA / SIPC . Advisory services offered through Securities America Advisors, Inc., a Registered Investment Adviser. Tax services provided by Tette, Ingersoll & Co., CPAs, PC. Allied Financial Partners and Tette, Ingersoll & Co., CPAs, PC are not affiliated with Securities America.