Providing Complementary Financial Wellness Workshops, Small Business Solutions and Financial Needs Analysis that can serve as part of a benefit platform or support to existing benefits and EAP programs. We help families become properly protected, debt free and financially independent. We have been helping families and businesses since 1977. Our Rochester office is part of a network of offices located in all 50 states, Canada, Puerto Rico and Guam. We are fully licensed and regulated by NYS and the Federal Gov't. Our partners include many companies which are household names and provide excellent resources.