Our Team
Joseph Mantione
Every community is different and requires a strong understanding of the local economic climate. As a life long resident of Rochester, NY, I’ve been around for the good and bad times. Experience makes a difference.
A financial advisor who is also a tax adviser is a major plus for tax, family and estate planning.
College Degrees:
Rochester Institute of Technology – AA degree in Accounting(1976) and a BS degree in Accounting (1979).
Professional Designations:
E.A. – Enrolled to practice before the Internal Revenue Service
A.T.A. – Accredited tax advisor
L.A. – New York State Insurance license to sell life, accident, and health insurance
Securities Licenses – Series 6 and Series 63.
Andrew Mantione
Having a trusted wealth manger in your corner to help guide you to and through retirement is crucial. My background in Mutual Fund research and evaluation allows me to build tailored portfolios for my clients with the appropriate risk tolerance for their needs. We produce carefully developed plans for every client's unique financial situation to help them achieve their retirement goals.
College Degrees:
Rochester Institute of Technology -BS in Finance (2014)
Professional Designations:
Series7, Series 66 securities licenses