New Website Coming Soon

Client Portal Logins

Seneca Financial
Client Portal

Charles Schwab
Client Portal

Fidelity Investments
Client Portal

TaxCaddy
Client Portal

Contact Us

Rochester, NY

100 South Clinton Avenue
Suite 1640
Rochester, NY 14604

585-203-1211

Washington, DC

601 Pennsylvania Avenue NW
South Building, Suite 900
Washington, DC 20004

202-536-2330

Denver, CO

830 S. Harrison Street,
Denver, CO  80209
 

720-202-4028