Client login

Kim Curtis Recieves Achievement Award - Elmira College

  Our CEO, Kim Curtis, had the honor of accepting the 2018 Distinguished Achievement Award from Elmira College. This award recognizes alumni who have ...

Women and Retirement

A new study funded by the Center for Retirement Research at Boston College found that women spend less of their lives married. Looking at households f...

Financial Advice from Dad

  With Father’s Day around the corner, what was your Father’s best money advice? GoBankingRates surveyed a group of 1,500 Americans to uncover what th...

Wedding Checklist

With all the hype surrounding the royal wedding, you may be thinking about your own wedding. You might be wondering what your dream wedding might look...

Missing Money & Unclaimed Assets

You may think lost money is ridiculous, but it’s more common than you might imagine. Last year, over $3.2 billion of unclaimed property was returned t...

Ready to take the next step?

Let’s talk!