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Professional Financial Strategies, Inc. Employee Directory

Financial ServicesNew York, United States2-10 Employees

Professional Financial Strategies, Inc. is a financial services firm delivering wealth-management guidance to clients in the Rochester area. Its client base includes successful professionals, physicians, and retirees seeking help with major financial decisions. The firm acts as a chief financial officer, coordinating planning, tax considerations, wealth transfers to heirs, asset protection, and charitable giving through a team of certified financial planners and specialists in finance, accounting, tax, and law.

Based in the Rochester area of New York, the firm has operated for about twenty years and maintains a small professional team. It offers a Second Opinion Service to assess whether its approach is suitable for prospective clients and to help accelerate financial progress if there is a fit. The organization has earned recognition in industry rankings and collaborates with Dimensional Fund Advisors LLP, reflecting its positioning within the broader financial-services landscape.

Find Professional Financial Strategies, Inc. employees' phone numbers or email addresses

Professional Financial Strategies, Inc. Global Highlights

Location
Employees

North America
19

Minus sign iconPlus sign icon
  • United States Of America
    19

Professional Financial Strategies, Inc.'s Leadership

  • Stylized image of a person
    E. M.
    President
    Mobile Phone
  • Stylized image of a person
    P. C.
    Owner
    Mobile Phone
  • Stylized image of a person
    K. M.
    Manager
    Mobile Phone
  • Stylized image of a person
    P. W.
    Trainer
    Mobile Phone

Professional Financial Strategies, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Community & Social Services

Contact profiles from Professional Financial Strategies, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    E. M.
    President
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    P. C.
    Owner
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    K. M.
    Manager
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    P. W.
    Trainer
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Professional Financial Strategies, Inc. known for?

Minus sign iconPlus sign iconProfessional Financial Strategies, Inc. was founded in 1993 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-585-218-****
. Explore Professional Financial Strategies, Inc.'s company overview page for more information.

What is Professional Financial Strategies, Inc.'s most common email format?

Minus sign iconPlus sign iconProfessional Financial Strategies, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Professional Financial Strategies, Inc. email formats with LeadIQ.

How many employees does Professional Financial Strategies, Inc. have currently?

Minus sign iconPlus sign iconProfessional Financial Strategies, Inc. has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Professional Financial Strategies, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Professional Financial Strategies, Inc.'s key employees include:

  • President: E. M.
  • Owner: P. C.
  • Manager: K. M.
  • Trainer: P. W.

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