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On the Level

Watch our brief tutorial on how to access and use our new client portal.

We are excited to announce that we’ve been selected by Buffalo Business First as one of the Best Places to

We’re growing and have immediate openings for Financial Planning Associates. Click here for more details

Millions of people get tax refunds every year and, according to the IRS, the average refund this year is $1,949.

Tax season is upon us and for the first time in about thirty years, taxes will be tabulated based on

The stock market entered its own polar vortex in December 2018 and tested the discipline of even the most seasoned

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