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Category: Financial Consulting / Investment Advisory

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This listing is alphabetical by person's last name within membership level.
 
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  Wells Fargo Advisors, is a trade name used by Wells Fargo Clearing Services , LLC, Member FINRA/SIPC

Joanna Ferguson CRPC®

Financial Advisor
Wells Fargo Advisors, is a trade name used by Wells Fargo Clearing Services , LLC, Member FINRA/SIPC

(Professional Position)

5789 Widewaters Pkwy
Dewitt, NY  13214

315-445-7256 (voice)
315-449-4337 (fax)

www.joannahferguson.wfadv.com

Joanna Ferguson CRPC®
  Business Category:
Financial Consulting / Investment Advisory
In Business Since: 2010

Number of Employees/Subcontractors: 1

Desired Markets: Local, Regional, State, National
  Description: Whether you're planning for retirement or already there as a Chartered Retirement Planning Counselor (CRPC) professional I can help you uncover the challenges you may face and develop a strategy for confronting them. Financial Advisors with the CRPC certification have in-depth knowledge of the investment planning process and are specially trained on the pre-and post-retirement needs of investors like you.
  Profile: As a Financial Advisor, I provide financial advice and value-added service to investors always striving to build long-term relationships based on mutual trust and respect. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. I earned the Chartered Retirement Planning CounselorSM (CRPC®) certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning. My professional affiliations included the Financial Planning Association and the College of Financial Planning.
  Featured Products or Services: Brokerage Services, Asset Management, Advisory Services, Insurance: Permanent, Term, Long Term Care Insurance, Lending Solutions via Wells Fargo Affiliates
 
 
 
  LPF Management Services, LLC

Laura P Furciniti

Owner
LPF Management Services, LLC

(100% Woman-Owned Business)

6 N Main Street
Suite 400 B
Fairport, NY  14450

585-750-7971 (voice)

/www.lpfmanagementservices.com/
proadvisor.intuit.com/app/accountant/search?searchId=laura-furciniti
/www.linkedin.com/in/laura-furciniti/

Laura Furciniti
  Business Categories:
Accounting
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.
 
 
 
  Prudential Financial

Lee M Gatta CLU AEP ChFC CLTC

Financial Planner
Prudential Financial

(Professional Position)

5786 Widewaters Parkway
Suite 200
DeWitt, NY  13214

315 350-2460 (voice)
315 751 1951 (voice)
315-350-2489 (fax)

www.prudential.com/us/l.gatta

Lee Gatta CLU AEP ChFC CLTC
  Business Categories:
Financial Consulting / Investment Advisory
Business Services, Advisors and Consultants
In Business Since: 1978

Number of Employees/Subcontractors: 1

Desired Markets: Local, Regional, State
  Description: For a detailed description of our company and my credentials, please visit my website at http://www.prudential.com/us/l.gatta
  Profile: An extensive profile is available on my corporate website.
  Women TIES Business Referrals: Leadership Connection, Gwen Webber McLeod
 
 
 
     
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