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.
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...
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...
Registered Financial Assistant
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...
Account Service Manager
Beverly graduated from New York University in January 2007 after completing her Bachelor’s Degree in History and Metropolitan Studies. She also attended St. John Fisher College where she earned her Master’s Degree in...