Services

Our team of professionals offers a wide variety of services for both individuals and business owners. We are focused on anticipating your needs so you can focus on living your life.

Planning

  • Retirement Planning
  • Estate Planning
  • Business Owner Succession Planning
  • College Planning
  • Tax Planning

Investments

  • Professionally Managed Portfolios:
    • Market Trends Analysis (MTA)
    • Enhanced Allocation Strategy (EAS)
    • Select Sector Portfolio (SSP)
    • Personal Securities Portfolio (PSP)
  • Other Investment Offering through Leigh Baldwin & Co., our Broker Dealer partner

Advice 

  • Benefits Counseling for Kodak employees and related organizations
  • Employee Benefits
  • Health Care
  • Social Security
  • Tax Preparation and Planning Services
  • Insurance