• 350 Linden Oaks #140
    Rochester, NY 14625

    Phone: 585.348.9547

    Fax: 585.348.9513

  • 1081 Long Pond Road, Suite 140
    Rochester, NY 14626

    Phone: 585.720.0590

    Fax: 585.720.0592

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Our Team

Kim M. Masiello, ChFC®, CLU®

Kim M. Masiello, ChFC®, CLU®

Investment Advisor Representative

Kim is a financial advisor with a bachelor of science degree from Syracuse University in accounting and a master’s degree in education from SUNY Brockport. Kim earned the Chartered Financial Consultant (ChFC©) designation from the American College of Financial Services in March of 2009 and the Chartered Life Underwriter (CLU©) designation in 2012. She is very active in the Greece Rotary Club and is currently the chair of their International Committee.

Delivering Excellence In All We Do

We are always working in your best interest, delivering excellence in personal financial management today and for the future.

Contact Kim M.

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Office Address

1081 Long Pond Road, Suite 140
Rochester, NY 14626

Office Phone