We are a small family business committed to providing education and guidance to our clients to help them realize their goals through financial stability. We use a simple and direct process to provide clarity to your vision, develop actions to move you forward, and outline ways to protect what's most important to you and your family.

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COVID-19 UPDATE

 

As part of the NY Forward reopening plan, our offices in Norwich and Hamilton are open for in-person appointments. You may call (315) 825-9307 to schedule an appointment at either of our locations with one of our advisors.

 

Please note that the following is required for anyone who comes to either of our offices:

  • You must use hand sanitizer (provided) before entering the building.
  • You must be wearing a mask before entering the building, and your mask must remain on for the entire time you are visiting our office.
  • All visitors to our office will be required to fill out a COVID-19 Health Questionnaire.
  • Anyone who is suspected as having or has been diagnosed with COVID-19 within the 14 days prior to visiting our office, who has been in close contact with someone who is suspected as having or has been diagnosed with COVID-19 within the 14 days prior to visiting our office, or anyone who has experienced COVID-19 symptoms within the 24 hours prior to visiting our office is asked to please reschedule their appointment.

Thank you for helping us to keep our staff and clients healthy and safe.

 

A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations (the “regulations”) issued by the New York State Department of Financial Services (“Department”), extend grace periods and give you other rights under your life insurance policy or annuity contract if you can demonstrate financial hardship as a result of the novel coronavirus (“COVID-19”) pandemic. These grace periods and rights are currently in effect but are temporary, though they may be extended further. 

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