How We Work
Founded in 1978, Emerald Financial Services, Inc. offers a complete range of Financial Planning, Retirement Planning, Education Planning, Life and Disability Insurance, Risk Management, and Group Benefits for both individuals and corporate clients.
Our Professional staff is comprised of an experienced CERTIFIED FINANCIAL PLANNER™, Joseph S. Altobelli, a Financial Advisor, Joel R. Maness, and experienced staff of assistants, who together provide our clients with the best strategies based on both practical and empirical insights.
Using modern technology combined with our extensive research and professional staff provides our clients access to the resources necessary to help develop and implement strategies designed to succeed in today's complex business and financial environment.
Joseph S. Altobelli, CFP®
PRINCIPAL
585-265-2885
A graduate in Economics from the State University of New York at Cortland, Joe is a CERTIFIED FINANCIAL PLANNER™ and concentrates on "needs" based financial objectives for individuals, families and businesses. After working with...
Joel R. Maness, Financial Advisor
Financial Advisor
585-265-2885
A graduate in Electrical Engineering from Rensselaer Polytechnic Institute, with a Master's Degree in Computer Integrated Manufacturing Systems from RIT, Joel is a Financial Advisor who concentrates on "needs" based financial...
Jessica Gavigan
Account Services Manager
585-440-2899
Jessica graduated in 2018 from Nazareth College of Rochester with her Bachelor’s degree in Psychology and a minor in Cognitive Psychology. During her tenure at Nazareth, she accrued years of administrative and supervisory...
Holly LaVoy
Client Services Representative
585-265-2885
Holly is a graduate of the Rochester Institute of Technology, with a degree in Fine Arts. She brings seven years of administrative and customer relations experience with her from work as an Administrative Assistant while a student, and...
Jacob Gleason
Registered Financial Assistant
585-265-2885
Jacob graduated from Nazareth College of Rochester in May, 2018 after completing his Bachelor’s Degree in International Business. With 2 years of experience in the financial services industry, he now focuses his efforts in helping...