Contact

About us

The Gaudino Group, founded in 1985, provides clients with authentic and holistic financial solutions. We design strategies for clients in the areas of investment management, financial planning, tax planning, and estate planning. Our firm believes financial success can be achieved when all aspects of a person’s financial situation are efficiently handled. We help people achieve their financial goals by providing a strategic yet practical approach. We promise to provide the best customer service possible while we build long term relationships with our clients.

FINRA's BrokerCheck

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.

FINRA's BrokerCheck

Christopher Gaudino
Christopher Gaudino
Registered Sales Assistant, INVEST

Jordan is the firm’s Client Service Specialist.  She focuses on relaying information from clients to staff members. She values collaborating with the team to improve client relations and productivity. Additionally, she is the firm’s Social Media Coordinator where she frequently updates the business’ online presence to inform potential and current clients of upcoming events and news.

Jordan holds a Bachelor’s degree in Psychology with a minor in English from St. John Fisher College. During her time there, she developed a strong enthusiasm for group dynamics and building a welcoming conversational environment that promotes support and encouragement.

When she is away from her desk, Jordan does her best to immerse herself in the city and visit local historical sites. She enjoys theater, traveling, and writing.

 
(photo coming soon)
Jordan Staiti
Client Service Specialist
not affiliated with INVEST financial corporation

 

 
(photo coming soon)
Steven Tellex
Manager of Tax & Accounting
not affiliated with INVEST financial corporation

Check out your broker with BrokerCheck

FINRA's BrokerCheck