Financial Professionals

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Contact Person: Kay Conheady, CFPO, Principal.

Objective advice for the LGBT community from one of your own! Fee-only.

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Business Phone Number:
585-533-1950
Business Fax:
585-533-6420
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Gwen Crawford is the branch manager for the Henrietta Community Office. She is LGBT friendly and knowledgeable. Give her a call for a private consultation about your banking needs.

* Canandaigua National Bank & Trust is a proud sponsor of the Gay Alliance and of Roc Pride 2013!

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Business Phone Number:
585-214-4540 ext. 42320
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Christopher Hennelly and Michael Lill formed the Christopher Group to help small business’ who were either just starting up and some who were successful and wanted our expertise in finance and business management.
Using well over 30 years of financial experience, knowledge, patience and humor we we tailored a service offering that reflects the needs of our clients.
Each client is unique and we understand the challenges that business face. We have the utmost respect for the entrepreneur and business person who wants to bring their offering to the marketplace. Contact us to day and let us help you!

Business Website Address:
Business Phone Number:
585-325-7351
Business Fax:
585-232-8566
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Consumer Credit Counseling Service of Rochester is proud to be the only locally based non-profit Credit Counseling Agency in the area. Over the last 41 years, we’ve helped hundreds of thousands of people understand their options for improving their personal finances and getting out of debt- helping to keep their families and homes secure. CCCS of Rochester is a leading provider of credit counseling, financial education and debt management plans. We are non-profit, 501 (c) 3 community service organization that is accredited by the Council on Accreditation for Children and Family Services. CCCS of Rochester is licensed by the NYS Department of Financial Services and is a member in good standing of the Better Business Bureau, maintaining an A+ Rating. By providing financial education and teaching responsible debt management and budgeting principles, we can safely help you improve your financial situation.

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Business Phone Number:
585-546-3440
Business Fax:
585-546-5693
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Heveron & Heveron, CPAs, P.C. is built on a tradition that goes back to 1959 when the late John F. Heveron Sr. began practice in Rochester NY. The current firm started in 1972.

Currently, our staff of 16, including 6 Certified Public Accountants and a Certified Internal Auditor, service nonprofits, rental real estate, businesses and individuals in and around Rochester New York.

We are members of the American Institute of CPAs, and the New York State Society of CPAs.

We are active members of INPACT Americas – www.inpactam.org – a national association of CPA firms, and also associate members of INPACT International and INPACT Asia-Pacific with several hundred accounting firms around the world.

We are also a member of the Forum of Firms an international organization of accounting firms established to develop international accounting and auditing standards. Members agree to meet requirements including voluntary independent quality review, complying with the IFAC code of ethics, maintaining training programs and maintaining quality standards. More information about the Forum of Firms is available at http://www.ifac.org/forum_of_firms/.

* Heveron & Heveron, CPAs, P.C. is a proud sponsor of the Gay Alliance.

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Business Phone Number:
585-232-2956
Business Fax:
585-423-0599
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Susie provides holistic, custom financial planning, insurance and investment services to individuals, couples, non-traditional families and business owners. Please contact her for a complimentary review.

Susan Light, Senior Financial Planner

Financial Services Representative

Business Phone Number:
585-241-5231
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Richard joined Merrill Lynch as a Financial Advisor in 2009. He began his career in the financial services industry in 1997 after graduating from Indiana University with a Bachelor of Science degree in Business Administration and Marketing.

Richard helps his clients determine long-term financial goals and implement customized investment strategies that maximize returns while minimizing risk.

Richard is able to provide a wide array of financial services including wealth management, assistance in developing financial strategies, retirement planning, college planning, and investment portfolio development. Richard also helps clients focus on estate planning issues and will work with their advisers in developing their estate plan. He specializes in finding solutions for the unique needs of LGBT community.

Outside of offering investment guidance, Richard is heavily active in his community in Buffalo, New York. He is an active member of the Rotary Club of Buffalo, a member of the United Way of Buffalo and Erie County Emerging Leaders Society, serves on the Board of Directors for Buffalo United Artists, Board of Directors for Pride Center of WNY, and is a member of the Elmwood Village Association Economic Development Committee.

Richard and his husband make their home in the Elmwood Village neighborhood of Buffalo, New York.

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Business Phone Number:
716-849-2106
Business Fax:
716-849-8787
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Sage Advisors is a division of Sage Rutty & Co., that focuses on providing comprehensive financial planning services. This is a team of professionals with the “know-how” and experience to address all of the planning needs facing today’s investor including: Retirement Planning, Estate Planning, Insurance Analysis, Asset Management, & Tax Planning. It is this level of comprehensive service that has made Sage Advisors a trusted, recognized name in the city of Rochester.

Sage Advisors is proud to say that it has placed a great deal of importance on its relationship with Rochester Corporations and its employees. The team is extremely knowledgeable of the various company benefit packages, and continues to stay abreast of any changes in procedure and policy.

* Sage Advisors is a proud sponsor of the Gay Alliance.

Business Phone Number:
(585) 232-3760
Business Fax:
(866) 902-0273
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Full Service Tax Preparation: Individual Taxes including all states with an Income Tax.Corporation,Partnership & Trust Returns. Accounting Services, Payroll and Sales Tax Processing. Over 30 Years of experience

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Business Phone Number:
585-586-6160