Broker Check


Whether it’s keeping up with trends, discussing an investment product or changes in tax law, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun too. As events get announced, you will be able view and register for them on this page.

Future events we are considering include:

  • Seminars on various financial and/or tax subjects
  • Client appreciation events

We will also use this page to make announcements about community events we feel may be of interest. Please check back often!

Is there a particular topic you would like to learn more about or see covered in a seminar? Please click "feedback" below to let us know. Thanks!


Here's a couple shots from the Elmira Street Painting Festival which we helped sponsor: