Broker Check
Our Team

Our Team

Welcome to the one stop for all your financial needs.

We are composed of experienced, local financial professionals specializing in retirement plans and investment options; an outstanding combination when choosing a partner to help you develop a financial plan.

Client Centered

It is our advisors' goal to help you develop an investment strategy to meet your goals and to help you select the best products available to you. Decades of experience helping hundreds of clients in Western New York have positioned our advisors as a valued resource to those looking to work with a local, experienced partner.

Louis Deppas

Louis Deppas, CRC®

Certified Retirement Counselor®

(716) 763-9380

Jill Barton

Jill Barton

Office Manager

(716) 763-9380

(716) 763-9383

Brooke Sikes

Brooke Sikes

Assistant Office Manager

(716) 763-9380

Set up a consultation! Let us know the best way to reach you.

Thank you! Oops!