Our History

In 1982, Stephen V. Gaudino Sr. graduated from St. John Fisher College, a local college in Rochester, NY, where he received his Bachelor's Degree in Accounting. After receiving his Certified Public Accountant designation, he worked for a local accounting firm. In 1985, Stephen went off to create his own firm. From here, he started Stephen Gaudino CPA, providing tax and accounting services to the local community. Many clients remember the first office location on State Street in Rochester, NY. The business evolved into providing clients with financial and investment services as the years went on. In 1999 Stephen received his CERTIFIED FINANCIAL PLANNER™ designation. This designation shows a competency for strategically planning someone's financial life.

Today we take pride in providing our clients with an "everything under one roof" experience. Tax and financial planning work hand in hand. Our experience is in providing both to our clients.

In addition, education, estate, and retirement planning are key areas in which we also provide services. Today, we keep that personal touch our clients have been used to by continually expanding our knowledge base and technology. In advisory relations we act as fiduciaries, putting our client's interests first.