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Our Company

Neighbors Who Care, Experience You Can Trust

When Leo O’Connor set out to build his own financial service consulting firm in Greater Binghamton, he looked for professionals and strategic partners that were as honest, hardworking and compassionate as the community they served.

Today, these aims have been met... and exceeded.

Being a business owner himself, creating his own wealth, Leo understands the special financial challenges business owners face. He has tailored his services to respond to them effectively.

As an independent financial service consulting firm, our focus is on providing solutions that are right for you, your family, and your business. We start by finding out what is important in your life and building a plan that reflects your priorities.

Knowledgeable Consultants

Experienced, in-house, qualified financial planning team members and strong national strategic partners can help you develop plans to meet your specific goals and help your wealth weather all kinds of market conditions.

Focusing on the details, executing plans that make appropriate, strategic, and incremental adjustments over the long run, helps build lasting financial strength.