In an effort to improve our practices and procedures to be more efficient and secure for our clients we have adopted new DocuSign tools. For those unfamiliar with DocuSign we have provided a link below to step by step screen shots on what to expect should a client receive a DocuSign email from our firm. As always, if any questions or concerns arise clients should not hesitate to call our office for further guidance.
Client DocuSign Step By Step Guide
Get in touch with us to discuss anything from retirement planning, risk management, even tax and estate planning.
Let's Talk3858 North Buffalo Street, Suite 2
Orchard Park, New York 14127
Phone: (716) 580-3906
Fax: (716) 580-3913
Email: [email protected]
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