Our Services

Our Services


The Empire Branch

By the numbers

  • Presence since 1873
  • 313 Financial Professionals
  • ~$11.8 Billion Placed Under Management
  • 122,213 Households
  • 4 Offices
    • Albany, NY
    • Buffalo, NY
    • Rochester, NY
    • Syracuse, NY



years and counting

More than


billion in assets under management



million clients

More than


dedicated financial professionals in communities all over the US**

How We Work With You


Everything we discuss today and, in the future, will be held in confidence in accordance with our privacy policy.


Our compensation depends upon the services we provide and includes, without limitation:

  • Fees
  • Commissions

Customized strategies

After reviewing the specifics of your financial situation, we will mutually determine which, if any, of our services might be appropriate for you. You are under no obligation to purchase any of our services.


As many professionals do, we meet new people through referrals and recommendations. Because of this, it’s even more important to us that we provide such excellent service that ensures you will be happy to introduce us to people you know.

Determining Your Needs

Our five-step process helps clients better understand their financial well-being

Commitment to what matters

We are committed financial professionals who help you on the path to fulfillment. This starts by getting to know who you are and what matters to you. We then use this knowledge to create a plan customized to you and your life. As your life evolves, so will your goals. We’ll be there with you, helping you shift your strategy, update your portfolio and leverage the right products to make smart choices for every chapter of your life.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck