Our office has temporarily changed hours to be from 9:00 am to 4:00 pm.  There will be front desk coverage during this time.  

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Please contact your advisor directly for any transactions, or call 585-232-3760 during business hours to speak with our receptionist.  

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Most client meetings will be conducted via telephone or video conference until further notice.  We are accepting some in-person meetings, should the circumstances warrant it.  

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Please contact your advisor for more information.