Helpful Websites

American Opportunity Tax Credit

Eligibity and claiming information for qualified higher education expenses. 

Charitable Organization Information Check

Verify an organization's eligibility to receive tax-deductible donations.


(585) 582-1846 or (844) 890-0379

Fidelity® Rewards Visa Signature® Card

Credit card offering a rewards program that funds College 529 plans or IRA accounts.

Information Security, Identity Theft and Fraud Protection

A variety of resources and tools.

NY's 529 College Savings Program

More information on NY's 529 College Savings Program.

ROC Insurance Services

Medicare Consulting Specialists
Phone (585) 413-0483

Savings Bond Calculator

Find out the current value of savings bonds, plus see historical and future value information.

Social Security Administration

Government website with general information, answers to questions, forms and much more. 

Tuition Rewards

A no cost program we offer in partership where points can be accrued and may be used towards tuition at certain colleges. 

This information is provided to you as a courtesy. We make no representation to the completeness or accuracy of information provided at these websites.