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Our Business Partners

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know.

  • Amherst Financial Services
    • Owned by my long-time business partner of over 30 years, Robert C. Monin. Bob and I continue to work on projects to benefit our clients, particularly in advance planning areas like 1042 Exchanges and with other specialty planning solutions.
  • Barclay Damon LLP
    • Arthur A. Marrapese III has been our Employee Benefits Attorney for over 35 years.
  • Benefits Management, Inc.
    • Has been provides actuarial and other services to our qualified plan clients for over 25 years.
  • Complete Payroll Processing
    • Has provided payroll services to our clients for over 15 years.
  • Freedom Financial Planning LLC
    • Mike Silverstein and Judy Plain, the owners of FFP, purchased about 95% of John Forken’s Business in 2017. John affiliated with FFP as a register representative and processes his Securities and insurance business through them.
  • Fischer Investment Group, Inc.
    • Has provides individual stock portfolios and 1042 stock selection services to our clients for over 10
      years.
  • Hodgson Russ
    • An attorney firm that has provided International Planning, Labor Negotiation and Business Planning services to our clients for over 20 years.
  • Midtown Valuation Group
    • Principal Pamela Merrick, CPA, ASA; has provided Business Valuation Services to our clients for over 20 years.
  • Nixon Peabody
    • An Attorney firm that has provided Trust and Estate Services to our clients for over 30 years.
  • We Are FSC
    • Owned by Robert (Rob) Vogel who purchased my former partner Bob Monin’s Office of Supervisory Jurisdiction (OSJ) at the end of 2017. This combined Bob and my groups with Rob’s, forming a 22 member group of independent financial advisors.