Financial Professionals

Apropos Financial Planning

Contact Person: Kay Conheady, CFPO, Principal.

Objective advice for the LGBT community from one of your own! Fee-only.

http://www.aproposfp.com/
8 Birchstone Hill
Rush
NY
585-533-1950
585-533-6420
Canandaigua National Bank & Trust

Gwen Crawford is the branch manager for the Henrietta Community Office. She is LGBT friendly and knowledgeable. Give her a call for a private consultation about your banking needs.

* Canandaigua National Bank & Trust is a proud sponsor of the Gay Alliance and of Roc Pride 2013!

http://www.cnbank.com/
1225 Commons Way
Rochester
NY
585-214-4540 ext. 42320
Christopher Group

Christopher Hennelly and Michael Lill formed the Christopher Group to help small business’ who were either just starting up and some who were successful and wanted our expertise in finance and business management.
Using well over 30 years of financial experience, knowledge, patience and humor we we tailored a service offering that reflects the needs of our clients.
Each client is unique and we understand the challenges that business face. We have the utmost respect for the entrepreneur and business person who wants to bring their offering to the marketplace. Contact us to day and let us help you!

http://christophergroupny.com/
473 South Ave
Rochester
NY
14620
585-325-7351
585-232-8566
Cochrane, David (Principal Financial Group)

The Principal Financial Group is a leading global financial company offering businesses, individuals and institutional clients a wide range of financial products and services.

Founded in 1879, the Principal Financial Group is a leader in offering businesses, individuals and institutional clients a wide range of financial products and services, including retirement and investment services, life and disability insurance and banking through its diverse family of financial services companies.

Personal Mission Statement:

To help individuals and Institutions build and protect their most valuable assets. Working with me provides a well respected brand and a trusted name.

http://www.principal.com
120 Corporate Woods – Suite 220
Rochester
NY
USA
585-427-9220
585-427-9222
Consumer Credit Counseling Service of Rochester

Consumer Credit Counseling Service of Rochester is proud to be the only locally based non-profit Credit Counseling Agency in the area. Over the last 41 years, we’ve helped hundreds of thousands of people understand their options for improving their personal finances and getting out of debt- helping to keep their families and homes secure. CCCS of Rochester is a leading provider of credit counseling, financial education and debt management plans. We are non-profit, 501 (c) 3 community service organization that is accredited by the Council on Accreditation for Children and Family Services. CCCS of Rochester is licensed by the NYS Department of Financial Services and is a member in good standing of the Better Business Bureau, maintaining an A+ Rating. By providing financial education and teaching responsible debt management and budgeting principles, we can safely help you improve your financial situation.

http://www.cccsofrochester.org/
1000 University Avenue, Suite 900
Rochester
NY
585-546-3440
585-546-5693
Crawford, Thomas (CPA, CFP)

IRS representation and tax problems solved for individuals and businesses. Comprehensive financial planning solutions. See why hundreds of clients have trusted my non-judgement, advice. 25 years experience solving clients tax and money problems.

http://Www.thomascrawfordcpa.com
44 Bristol street
Canandaigua
Ny
585-394-8310
585-394-6853
Foresters Financial

Foresters Financial Services, Inc. provides everyday families and individuals with financial solutions, guidance and tools, to meet their needs across all life stages. Out Financial Representatives offer personalized service combined with a solid, long-term approach and fresh thinking, to help you:

– Save and invest for retirement, education and other life events
– Create retirement income strategies
– Protect the ones you love
– Plan your legacy

You can also take pride in knowing that you are part of Foresters, an international financial services provider that gives back to the community and cares deeply about family well-being. Each year Foresters organizes thousands of community activities, providing financial contributions and hands-on volunteerism in support of charitable partners that make a meaningful and lasting impact in local communities.

Together, we can help you achieve financial and family well-being – now and tomorrow, this generation and the next.

http://www.Foresters.com
1425 Jefferson Road
Rochester
NY
USA
14623
585 240 2700
585 240 2706
Gay Financial Network
http://www.gfn.com/
111 Broadway, 12th Floor
New York
NY
Heveron & Heveron, CPAs, P.C.

Heveron & Heveron, CPAs, P.C. is built on a tradition that goes back to 1959 when the late John F. Heveron Sr. began practice in Rochester NY. The current firm started in 1972.

Currently, our staff of 16, including 6 Certified Public Accountants and a Certified Internal Auditor, service nonprofits, rental real estate, businesses and individuals in and around Rochester New York.

We are members of the American Institute of CPAs, and the New York State Society of CPAs.

We are active members of INPACT Americas – www.inpactam.org – a national association of CPA firms, and also associate members of INPACT International and INPACT Asia-Pacific with several hundred accounting firms around the world.

We are also a member of the Forum of Firms an international organization of accounting firms established to develop international accounting and auditing standards. Members agree to meet requirements including voluntary independent quality review, complying with the IFAC code of ethics, maintaining training programs and maintaining quality standards. More information about the Forum of Firms is available at http://www.ifac.org/forum_of_firms/.

* Heveron & Heveron, CPAs, P.C. is a proud sponsor of the Gay Alliance.

http://www.heveroncpa.com/
260 Plymouth Avenue South
Rochester
NY
585-232-2956
585-423-0599
Highland Insurance & Financial Services

Experienced navigating the ever-changing legal, medical + social needs of providing life insurance in the LGBTQ + and Alternative communities, including: domestic partnership, marriage + inheritance laws, transgender medical questions, HIV questions + more! Sensitive to the many social needs involved. All contact strictly confidential. Licensed in NY, NJ, PA + FL – other states upon request! Call (845) 468-0016 anytime for assistance!

http://www.highland-insurance.com
PO Box 598
Youngsville
NY
USA
845-468-0016
845-468-0084