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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 went on to work for a local accounting firm. In 1985, Stephen went off on his own to create his own firm. From here, he created Stephen Gaudino CPA where he provided tax and accounting services to the local community. Many clients’ still remember the first office location on State Street in Rochester NY. As the years went on, the business evolved into providing clients with financial and investment services.

Today we take pride in providing our clients’ with “everything under one roof”. Tax planning and financial planning work hand in hand, and it is our passion to provide both to our clients. In 1999 Stephen received his CERTIFIED FINANCIAL PLANNER™ designation. This designation shows the highest competency for strategically planning someone’s financial life. Education planning, estate planning, and retirement planning are only a few of the areas we provide services in. Today, we still keep that personal touch our clients’ have been used to, while continually expanding on our knowledge base and technology. Our client’s interests always come first. By serving them well we will also succeed.

* INVEST does not offer tax advice or legal advise

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