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Connect with Us


While we excel in remote services, we also value the power of a personal connection. For those moments when you prefer a face-to-face conversation, we welcome you to visit us at one of our office locations. Whether it's to discuss your financial goals, review your portfolio, or simply to get to know the team, our doors are open.

A Fixed Presence for Your Financial Confidence

Dade City, FL Office

37837 Meridian Avenue

Suite 200

Dade City, FL 33525

Phone: 352-588-4608

Mon-Fri: 9:00 AM - 5:00 PM

Sat-Sun: By Appointment

Rochester, NY Office

1387 Fairport Road
Suite 620

Fairport, NY 14450

Phone: 585-899-3940

Mon-Fri: 9:00 AM - 5:00 PM

Sat-Sun: By Appointment

Dublin, OH Office

6059 Frantz Road

Suite 105

Dublin, OH 43017

Phone: 614-764-2942

Mon-Fri: 9:00 AM - 5:00 PM

Sat-Sun: By Appointment

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