Please use this form to schedule your introductory meeting with our financial services team. In this meeting, we will learn about your financial planning and investment management needs and familiarize you to our services. This is a "getting to know each other" meeting so we can determine together if we are a good match to help you meet your financial goals. This is for an in-person meeting at the Rochester office, located at 90 Linden Oaks, Suite 100 in Rochester NY.

Please use this form to schedule your introductory meeting with our financial services team. In this meeting, we will learn about your financial planning and investment management needs and familiarize you to our services. This is a "getting to know each other" meeting so we can determine together if we are a good match to help you meet your financial goals. This meeting will take place online, via Zoom.

Please use this form to schedule an investment review meeting with Aimee Cummings. In this meeting, we will review your investment portfolio, review your objectives, and make updates if needed to keep your progress on track. This is a great time to give us updates on your life and goals. This is for an in-person meeting at the Rochester office, located at 90 Linden Oaks, Suite 100 in Rochester, NY.

Please use this form to schedule an investment review meeting with Aimee Cummings. In this meeting, we will review your investment portfolio, review your objectives, and make updates if needed to keep your progress on track. This is a great time to give us updates on your life and goals. This is for an online meeting via Zoom.

Please use this form to schedule your meeting with Aimee Cummings. This is for an in-person meeting at the Rochester office, located at 90 Linden Oaks, Suite 100 in Rochester NY.

Please use this form to schedule your meeting with Aimee Cummings. This meeting will take place online, via Zoom.

This is a 45 minute meeting to learn about the eMoney platform, as well as to set up logins for relevant financial websites. Feel free to bring in your own laptop so we can set up your favorites! This meeting will be held at the Rochester office at 90 Linden Oaks, Suite 100, Rochester, NY 14625.

This is a 45 minute meeting to learn about the eMoney platform, as well as to set up logins for relevant financial websites. We will be meeting via Zoom and doing screen sharing to get you set up and ready to go.

Please use this form to schedule a meeting to come in and complete paperwork with Aimee Cummings. This is for an in-person meeting at the Rochester office, located at 90 Linden Oaks, Suite 100 in Rochester NY.

Please note: For most kinds of distributions, we can take your instructions over the phone. Please call 585-410-6733 (extension 136 for Aimee or 158 for Tim) and we can probably help you immediately! Otherwise, please schedule a time when we can call you to talk through your needs.

This is a service we offer to our current clients; if you need to meet sooner than the calendar indicates is available, please call Aimee at 585-410-6733 x136 so we can see if we can accommodate you. Be sure to bring valid identification to your meeting. This meeting will be held at the Rochester office at 90 Linden Oaks, Suite 100 Rochester, NY 14625.