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About us

Since our founding in 1985, our goal has been to provide clients with honest and holistic financial solutions. We accomplish this by providing clients with recommendations in the areas of investment management, financial planning, tax planning, and estate planning. Our firm believes that to achieve financial success, all aspects of a person’s financial situation needs to be handled efficiently. Not just investments. We help people achieve their financial goals, by providing a strategic yet practical approach. Our goal is to ultimately make your life easier. We promise to provide the best customer service possible while building long term relationships with our clients.

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Stephen brings nearly 30 years’ experience to the industry. His knowledge and experience allow him to serve clients in the best way possible. While Stephen enjoys providing professional advice and customer service, he prides himself in building long-term relationships with his clients.

Stephen holds a Bachelor’s degree in Accounting from St. John Fisher College. Stephen is a Certified Public Accountant, and a CERTIFIED FINANCIAL PLANNER™.

Stephen enjoys spending time with his family, and is an avid outdoors man and traveler.     

Stephen Gaudino Sr.│CPA, CFP®
Stephen Gaudino Sr.│CPA, CFP®
Registered Representative, INVEST

Stephen has been a part of the firm since 2007. His experience in the industry allows him to provide clients with great service. He enjoys helping clients achieve their goals by providing custom tailored investment and planning strategies.

Stephen holds a Bachelor’s degree in Business Management with a concentration in Finance from St. John Fisher College. Stephen holds a FINRA, Series 7 & 63 securities registration. He is also currently seeking to acquire the Certified Financial Planner™ designation within the upcoming year.

When not in the office, Stephen enjoys spending time in the outdoors, sampling wine, listening to modern Jazz music, and skiing.

Stephen Gaudino Jr.
Stephen Gaudino Jr.
Registered Representative, INVEST

Chris engages in the role of assisting operations, providing clients with great service and support. He is passionate about providing clients with excellent customer service. His education and experience in the field allows him to assist clients’ efficiently.

Chris holds a Bachelor’s degree in Accounting from St. John Fisher College. Chris also holds a FINRA, Series 7 & 66 securities registrations. He is also currently seeking to acquire the Certified Financial Planner™ designation within the upcoming year.

Chris enjoys boating in the Finger Lakes region of New York State, fitness, nutrition and playing the piano.

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Christopher Gaudino
Christopher Gaudino
Registered Sales Assistant, INVEST

 

 
Steven Tellex
Manager of Tax & Accounting
not affiliated with INVEST financial corporation

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