Name: Sy Associates
Address: 1408 Sweet Home Rd, Amherst, NY, 14228
Telephone: 716-348-3425

Services

AMEDF Session 2 (45 min)

Follow up to the "Complete Guide to College Funding" workshop that is 100% subsidized by AMEDF so free to participants.

AMEDF Subsidized Counseling (45 min)

For participants in AMEDF's Scholars Methodology, subsidized counseling sessions are available at 70%, 85% or 100% subsidy levels based on household income.

Appointment (1 hr)

Consulting Services (1 hr)

Planning and execution of estate disposition plans including drafting of wills, power of attorney, health care proxy, trusts and other related legal services.

Estate Planning (1 hr)

Planning and execution of estate disposition plans including drafting of wills, power of attorney, health care proxy, trusts and other related legal services.

Financial Aid Prep (1 hr)

Preparation and filing of college aid applications (FAFSA, CSS Profile, Institution-specific forms) and supplements (CSS Non-Custodial Parent Supplement, CSS Business/Farm Supplement, Federal Verification Form) and linking with tax returns.

Tax Prep (1 hr)

Preparation of individual Federal and NY income tax returns with e-filing.

Sy Associates

Services

Services

AMEDF Session 2 (45 min)

AMEDF Subsidized Counseling (45 min)

Appointment (1 hr)

Consulting Services (1 hr)

Estate Planning (1 hr)

Financial Aid Prep (1 hr)

Tax Prep (1 hr)

Workshop (2 hr)

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General Info