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Associates

Financial Advisors

Kevin L. Mahoney  CFP®, LTCIS, 
RFC, LUTCF, President

Winfred G. Jacob CFP ®

Thomas E. Stolberg CPA

Robert F. Eichhorn CPA, CFP®

Jessica M. Sullivan, RFA

Office Managers

Jeanne M. Mahoney Office Manager 
(East Concord Branch)

Debra D. Jacob Office Manager (Wellsville Branch)

About Us

  • Our Services
  • Our Associates
  • Financial Planning
  • Investment Planning
  • Retirees
  • Educators
  • Business Continuation Planning
  • Employee Benefits
  • West Valley Central School District Health & Wellness Day
  • Contact us
  • Tell A Friend
Contact Us

East Concord branch: 12111 Rt.240 East Concord NY, 14055 ( Next to the Fireside Inn )

Wellsville branch: 118 N Main Street Wellsville NY, 14895

Phone: (East Concord Branch) 716-592-9225 Toll free 1-888-592-9225
(Wellsville Branch) 585-593-6408 Toll free 1-800-281-9762
Fax: (East Concord branch)716-592-3413
Fax: (Wellsville Branch)585-593-2002

 

 

 

Securities offered through Cadaret, Grant & Co.,Inc.

Member FINRA & SIPC.
 

Kevin L. Mahoney, Branch Manager.

This Web site is only intended for residents of states where we are licensed to sell Insurance and Securities. Currently we are registered in Florida,Ohio,Pennsylvania and New York. 

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