Fax: 585-348-9513
Email: info@novemgroup.com
Business Hours:
Monday – Friday
8:30 AM – 5:00 PM
Saturday – Sunday
Closed
Contact Novem Group’s Rochester, NY Office
It’s never too early or too late to start making smart financial investments. Allow Novem Group in Rochester, NY, to help craft a strategy for you today. Our wealth management team will work diligently to create a secure financial future for you and your family.
Let’s Get in Touch
Adam Morgan
Amanda Esteves
Wealth Advisor
585-348-9526
aesteves@novemgroup.com
Andrew Gentile
Financial Planner
561-623-5492
agentile@novemgroup.com
Andrew Miran
Financial Controller
amiran@novemgroup.com
Anthony Simonetti
Financial Advisor
585-509-0451
asimonetti@novemgroup.com
Betty Bartolotta
Cathy Gueli
Financial Advisor
585-348-9227
cgueli@novemgroup.com
Charles Herendeen
Managing Director, Senior Financial Advisor
585-348-9549
cherendeen@novemgroup.com
Dan Williams
Investment Assistant
585-348-9456
dwilliams@novemgroup.com
Donald Savino
Financial Advisor
585-348-9553
dsavino@novemgroup.com
Faith Cretella
Client Service Associate
585-348-9422
fcretella@novemgroup.com
Greg Wagner
Financial Advisor
585-440-6368
gwagner@novemgroup.com
Jeff Altieri
Financial Advisor
585-203-1984
jaltieri@novemgroup.com
Jeremy Raco
Senior Vice President
585-348-9546
jraco@novemgroup.com
Jessica Nichols
Bookkeeper
585-326-4210
jnichols@novemgroup.com
Kaeri Carroll
Director of IT & Marketing
585-348-9511
kcarroll@novemgroup.com
Kim Kosko
CSA Manager
585-348-9542
kkosko@novemgroup.com
Krissi Cook
Investment Assistant
585-348-9544
kcook@novemgroup.com
Kristi Morgan
Investment Assistant Manager
585-348-9245
kmorgan@novemgroup.com
Lexi Piccinich
Administrative Support Associate
585-348-9533
lpiccinich@novemgroup.com
Mackenzi Springer
Financial Advisor
585-348-9555
mspringer@novemgroup.com
Matthew Spilfogel
Operations Associate
561-677-8097
mspilfogel@novemgroup.com
Megan Burritt
Compliance Associate
585-348-9525
mburritt@novemgroup.com
Melissa Dacquel
Compliance Associate
585-348-9554
mdacquel@novemgroup.com
Patrick Manuel
President & Wealth Advisor
585-348-9552
pmanuel@novemgroup.com
Robert Bartolotta
CEO / President
585-348-9521
rbartolotta@novemgroup.com
Rosann Lill
Assistant Office Manager
585-348-9525
rlill@novemgroup.com
Stephen Roehrig
Financial Advisor
585-348-9517
sroehrig@novemgroup.com
Thomas Burke
Investment Advisor Representative
585-348-9539
tburke@novemgroup.com
Tiffany Beam
Client Service Associate
585-348-9543
tbeam@novemgroup.com
Tim Gerlach
Portfolio Manager
202-979-9664
tgerlach@novemgroup.com
Tom Froehlich
Financial Advisor
732-974-3703
tom@froehlichfinancial.com
Tosin Deju
Client Service Associate
770-525-7590
odeju@novemgroup.com
Vince Palumbos
Financial Advisor
585-348-9423
vpalumbos@novemgroup.com
Rochester, NY Location
Novem Group
350 Linden Oaks #140
Rochester, NY 14625
P: 585-348-9525
F: 585-348-9513
E: info@novemgroup.com
Jupiter, FL Location
Novem Group
601 Heritage Dr #225
Jupiter, FL 33458
Monday - Friday
8:30 AM - 5:00 PM
Saturday - Sunday
Closed
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory) and Novem Group. Please refer to FINRA BrokerCheck for your representative’s firm affiliations. Novem Group is independent of OWI and OAS. Any opinions expressed in this forum are not the opinion or view of Novem Group, OWI, or OAS, and have not been reviewed for completeness or accuracy. Any comments or postings are for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk, may result in a loss of principal, and are not suitable for all types of investors. Past performance does not guarantee future results. (10/24)