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Category: Banks & Finance

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This listing is alphabetical by person's last name within membership level.
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  State Farm Insurance and Financial Services

AChristina Breen-Hale

State Farm Insurance and Financial Services

(100% Woman-Owned Business)

3093 WEST Ridge Rd
Rochester, NY  14626

585-225-8480 (voice)
585-225-6315 (fax)


AChristina Breen-Hale
  Business Category:
Banks & Finance
Health Services
Long Term Care Insurance
In Business Since: 1995

Number of Employees/Subcontractors: 4

Desired Market: State
  Description: State Farm®'s mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. It is impossible to know when a disaster such as a flood, hurricane, earthquake or tornado is going to strike. When it does, the ability of your business to weather the storm and quickly resume normal operations may depend on the measures you take today. for more info see statefarm.com
  Profile: On April 1, 1995 A Christina Breen-Hale opened her own STATE FARM Insurance Agency. Christina has a gift for listening to her client’s goals, dreams, and fears, many say “I get more than just insurance from this agency”. A native of Rochester, Agent Christina is proud to provide insurance and financial services to her extended neighborhood from her quaint, home-like office at 3093 West Ridge Road,(next to Friendly’s). Her fully licensed and dedicated office team brings unique and qualified insurance background that brings success of her agency. “It’s a great feeling knowing that you’ve helped your clients prepare to enjoy the best life has to offer while preparing in case the worst happens”, states Mrs. Breen-Hale. There is no doubt her philosophy is to live life to its fullest each and every day!
  Featured Products or Services: Auto, Home, Life, Health, Business, Personal Liability, Renters, Condo, Motorcycle, Recreational Vehicle, and Flood just to name a few
  M&T Bank

Jodi L Davies

M&T Bank

(Professional Position)

255 East Ave
Rochester , NY  14564

585-943-3954 (voice)
585-258-8346 (voice)
585-258-8364 (fax)


M&T Bank
Jodi Davies
  Business Category:
Banks & Finance
In Business Since: 25 years

Locations: Branches can be found on internet site

Desired Markets: Local, Regional
  Description: Small Business Lender - From start up phase to $10,000,000. in sales revenues. Working Capital Lines of Credit Term Loans for Asset Purchases
  Profile: My specialty is Small Businesses with revenues of $10,000,000 and less. My experience is in a variety of industries, from professionals and service organizations, to manufacturing.I have been in my field for 30 years -25 with M&T Bank. We offer professional service and resources to help businesses -start-grow-maintain-exit.
  Featured Products or Services: Loan Products Deposit Products Cash Management Tools
  Women TIES Business Referrals: Tracy Jong, Esq

Rochelle Fields

Business Banking Relationship Manager II
ESL Federal Credit Union

(Professional Position)

225 Chestnut Street
Rochester, NY  14604

585-336-1323 (voice)
585-314-4345 (voice)
585-336-1561 (fax)


Business Categories:
Banks & Finance
Business Services, Advisors and Consultants

In Business Since: 1920


Desired Markets: Local, Regional
  Description: Rochelle Fields has over 17+ years in the banking and credit analysis industries. She was most recently employed at PathStone Corporation, as director of business lending. ESL Federal Credit Union is a full-service financial institution with $5.0 billion in assets. The locally-owned financial institution employs more than 680 people in Rochester, New York, and includes approximately 325,000 members worldwide.
  LPF Management Services, LLC

Laura P Furciniti

LPF Management Services, LLC

(100% Woman-Owned Business)

6 N Main Street
Suite 400 B
Fairport, NY  14450

585-750-7971 (voice)


Laura Furciniti
  Business Categories:
Business Services, Advisors and Consultants
Financial Consulting / Investment Advisory
Banks & Finance
In Business Since: 2015

Desired Markets: Local, Regional, State
  Description: Streamline | Sync | Simplify LPF Management Services, LLC partners with small businesses to build custom financial management solutions. We will streamline, sync, and simplify your bookkeeping -- giving you anywhere / anytime access to your real-time financial information. Specializing in bringing the power of cloud accounting to small businesses.
  Profile: When Laura started working with cloud-based solutions, she knew that they had the potential to revolutionize the way small businesses were managing their numbers. Accessible and real-time information can change everything. Partnering with QuickBooks Online, as well as many of the best apps available allows us to create a system that will free you up to spend more time growing your business. With over 15 years of corporate accounting and finance experience, Laura has worked with businesses ranging in size and complexity from Sole Proprietor to Fortune 500. She has worked with numerous accounting systems, created (approximately) a million spreadsheets, and forecasted more scenarios than she can count. Laura's experience may be varied, but her drive for continuous improvement is constant. She is always looking for ways to do things better, smarter, and faster allowing for less busy work and more analysis and insight. Laura earned her MBA with a concentration in Finance from Rochester Institute of Technology and has a BA in Economics & History from the University of Rochester. In addition to her degrees, Laura earned her Green Belt in Lean Six Sigma. Laura has also been certified by QuickBooks, Bill.com, and Hubdoc.
  Featured Products or Services: Services include: QuickBooks file creation & clean-up, QuickBooks App Integration, Ongoing Financial Management, Outsourced CFO services, Financial Forecast Development, Financial Analytics, Custom Financial Solutions. Products include: QuickBooks Online, Bill.com, Hubdoc, and more.
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