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03/27/2020
Been with them over ten years and am thoroughly happy with their investment and tax service. In fact, I’m so comfortable that this year due to current circumstances I simply dropped mine off and picked it up a week later. Also, As someone with investment assets closer to $1M and following a conservative strategy I’ve been happy with an average rate of return of over 8% per year over this term. For those that wish to make a fortune overnight this may not work for you though they’d are happy to take any approach you want...it’s your money, do what you want with it. I’ve never been refused an answer although they are thorough in providing an answer so you may not get it on the phone and if it’s something you know more about then you shouldn’t need them or their services.
03/23/2017
Taxes, Accouting, Financial Planning, With over $325 million dollars assets under management, and over 4,900 individual tax returns prepared annually, CPA's and Certfified Financial Planner, Enrolled Agent, tax preparers, very professional, knowledgeable. Taxes and Investment go hand in hand- They combine Accoutning, Financial Planning, and taxes all under one roof, Highly Recommended.
Details
Phone: (585) 723-3529
Address: 986 Long Pond Rd, Rochester, NY 14626
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