As a Fee-Only firm, our services are paid for exclusively by our clients. We are not employees of any bank, credit union, brokerage firm, or insurance company. Unlike many other firms, we do not sell investment products and we do not accept any commissions from mutual fund companies or brokerage firms. As independent advisors, there are no conflicts of interest in the investment advice we provide to our clients.
We are located at 42 East Market Street in the former Chamber of Commerce building, in the heart of the Market Street historic district, just around the corner from the Rockwell museum, walking distance of Centerway Square, a variety of restaurants and shops, and the Corning Incorporated Riverfront Plaza headquarters.