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(585) 278-8665

Steve Levine


Not enrolled yet? Contact the office for your log-in information.

AdviceWorks®

Your Financial Big Picture. Always in Focus.  

AdviceWorks® makes it even easier for us to work toward your big picture for the future—however you define it.   

AdviceWorks gives you a holistic view of your finances, helping you keep track of your financial goals and your progress toward them, while fostering seamless collaboration between us—whether you’re at home, at work, or on the go.

This web-based platform helps you quickly view all your financial accounts in one place, share important information, and measure your progress in real time— all from a single log in.

You bring the big picture.
AdviceWorks brings ease and clarity to it.

Getting Started

Email or call the office to request your unique log-in information. You’ll also need to verify your email and mobile number, since it’s required for the platform’s security settings. Enrollment takes just a few minutes—call any time with questions.

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