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...
John F. Kendall, Jr.
Financial Advisor
John is a graduate of John Carroll University with a degree in Business Management. With over 25 years in the financial services business, he focuses on long term relationships built on trust and integrity...
Joel R. Maness, BFATM
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...
Kim Donner
Office Manager
585-265-2885
Kim was born & raised in Rochester. She graduated from Aquinas Institute, received her Bachelor’s degree in Business Management and a Minor in Finance from St. John Fisher University. After college she attended NTID...
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...
Beverly Overacker, FPQPTM
Account Service Manager
(585) 265-2885
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...