We are a Financial Advisory firm based in Pittsford, NY that works to build wealth and minimize risk for individuals, educators and healthcare professionals in the Rochester area.
From planning for retirement to planning for your short-term goals, we can help bring focus to your financial life.
At SixPoint Financial, we live up to our name by bringing a multifaceted, comprehensive approach to personal finance. Why? So we can put you on the path towards a successful financial future.
Investment Management
Retirement Income Planning
Estate Planning
Custom Goal Creation
Tax Planning
Insurance Planning
We actively work in your best interest and provide transparent advice that you can trust. This is our fiduciary promise to you.
Whether you’re planning for retirement, interested in discussing tax management or ready to craft a custom financial plan, we're here to help.
dpulcini@sixpointfp.com
P: 585.485.0947
I enjoy meeting new people wherever they are on their financial journey to guide them towards making positive financial decisions. I use my experience in investment management, tax planning and insurance to help clients protect what they have and grow what they need. I have developed our proprietary “Think About It” process that we take our prospective clients through, I am a co-chair of our internal investment committee and most of all, I love working with the clients that I have. I take my role as an advisor very seriously, but I really want to enjoy the process as much as possible.
Outside of work, you can find me spending time at home with my wife, Allison, daughter, Anamaria, and son, Adrian. We enjoy being active, and you can usually find me outside in the summer or learning to ski in the winter. However, we do take breaks to watch the Buffalo Bills play. I really enjoy sports, competition and fitness. I am constantly reading about business and trying to be a great father and husband. I am an early riser in the morning and love making my wife coffee.
jharms@sixpointfp.com
P: 585.485.0948
I am an Indiana native who started in the investment and financial services industry in 2004 with Wachovia. There, I concentrated on helping small business owners in Chicago’s Lincoln Park community with retirement planning and investment portfolio management. Upon moving to Rochester in 2007, I shifted focus to providing comprehensive financial planning, wealth management, retirement income and distribution planning advice to educators.
I truly enjoy working with my clients in helping to ease their financial concerns so that they can focus on what’s most important to them in life. I am approachable and pay close attention to detail in developing solutions to provide professional service my clients can depend on.
I reside in Webster, NY with my wife, Shelly, and our children – Jack, Nick and Tessa. I am a die-hard fan of the Chicago Bears, Chicago Cubs, Chicago Bulls and, more recently, any Penfield Little League Team with one of my kids on the roster. When not working or taking in a sporting event, I enjoy playing golf and reading.
mscheidt@sixpointfp.com
P: 585.498.1190
I take a tremendous amount of pride in helping my clients envision and accomplish their goals. Whether these goals pertain to their financial lives or are personal objectives, I take stake in helping my clients grow and improve on many levels. My business practice is focused on providing comprehensive financial planning, risk management and retirement income strategies to help individuals find success and peace of mind.
To hear an excerpt from a podcast I was recently on, listen here:
To schedule a time to talk, click here.
I live in Rochester, NY with my fiancée, Chelsea. We love exploring our area, visiting new places, and trying different restaurants and breweries. I spend my free time playing hockey, trying to golf and cheering for the Buffalo Bills and Sabres. I am also an active participant in my community through various fundraising efforts. In 2015, I established an annual hockey game now known as "Webster Beats Brain Tumors" to raise money and awareness for the Brain Tumor Care Fund at the University of Rochester Medical Center.
aneri@sixpointfp.com
P: 585.598.6048
I am dedicated to helping people meet their financial goals through in-depth discussions and planning. I enjoy taking complex issues and breaking them down into simple and manageable financial goals. I specialize in working with individuals and families as I work to help them properly manage their retirement assets, develop risk mitigation strategies and uncover and resolve portfolio inefficiencies.
I live in Irondequoit, NY with my wife, Angie, and our dog, Charlie. Angie and I both enjoy trying new restaurants and would love to hear your suggestions of new places to try! When not in the office, I spend time doing various home improvement projects and rooting for the Buffalo Bills and Sabres. I also spend time playing golf, hockey and euchre with friends and family. Some might say it sounds cliché, but the best part of my business is helping people get their finances into a better situation and giving them the peace of mind that comes from being in good hands.
To schedule an introductory phone call with me, click here.
jprestigiacomo@sixpointfp.com
P: 585.498.1191
I began my career in the financial services industry in 2012, and today I provide comprehensive financial guidance to my clients. I focus on developing retirement income strategies as well as personalized risk management assessments and solutions.
Along with my knowledge and experience, my commitment to an outstanding level of client service is an integral part of my practice that I pride myself on. By developing a deep understanding of my clients’ individual situations, I am able to help them make well informed financial decisions with confidence.
Outside of the office, I serve as the president of The Greece Education Foundation, a local nonprofit that provides grant funding for educational programs that cannot be supported through public funding for Greece Central classrooms. I am also an avid Buffalo Bills fan and like to spend my free time fishing.
ccortina@sixpointfp.com
P: 585.485.0949
I began my career in the financial services industry in 2006. Since joining the team in 2015, I have worked closely in developing and perfecting the processes and systems that we use on a daily basis.
Day-to-day, I am focused on providing internal and external stakeholders with timely and transparent information and facilitating the often logistically complex implementation of our clients’ plans. Aside from handling operational duties, I also have a hand in developing and providing proactive communications to our clients as well as planning and executing many of our client and team events.
I live in Fairport with my wife Shelly and my two daughters, Everly and Josephine. Outside of work, I stay busy playing hockey, riding bikes and spending as much time as possible on Cayuga lake during the summers.
I am committed to truly getting to know my clients and their goals and utilizing our financial tools to take feasible steps to reach those goals. I enjoy analyzing funds and helping clients select the best mix of assets to maximize portfolio efficiency and reach their financial goals. I take pride in my holistic view of financial planning and in educating myself in all areas, so I am able to best prepare clients for the best, and worst, of times ahead.
I live on Park Ave in Rochester, NY with my cat Luffy (Loo-fee). I enjoy hanging with friends on my porch and outdoor brunch in the Summer months as well as trying out bars and restaurants throughout the city. I have an active lifestyle that includes running the parks of Rochester, playing soccer, volleyball, and much more. When Winter rolls around I snowboard on the slopes of Bristol. I am also a lover of horror/psychological thriller movies and gaming.
We understand your financial needs are as unique as you are.
That’s why we take an in-depth look into your retirement savings, investments, estate and much more to create a strategic, customized financial plan designed to meet the needs of your family’s life today, tomorrow and for years to come.
You might be wondering when you can retire, or you may not have not thought much about saving for retirement before. We are experienced with various retirement plans and savings accounts, meaning we’ll make it easy to rollover your 401(k), 403(b) or understand your New Your State Pension plan options. No matter where you are on the road to retirement, we’re dedicated to helping you protect and preserve the assets you’ve worked hard to accumulate. Whether you’re five years out or retirement is just around the corner, we’ll work together to develop a retirement income plan that addresses and helps prepare you for your future financial independence.
With recent changes in the hospital structure, interest rates and tax laws, you’re likely wondering if or how your pension plan could be affected. Rest assured, we can help ensure both your wealth and your future stay protected. In addition to RRH employees, we have worked with private practice professionals, doctors and nurses and are familiar with your specific retirement and savings plans.
Together we can help put you in charge of your retirement savings. We’ll discuss your options including keeping your retirement money with the current hospital system or rolling it over to an Individual Retirement Account (IRA).
As you think about your future, we’ll work with you to navigate your specific employer benefits as we address your biggest financial questions. We have worked with public school employees in the Rochester area find financial peace of mind through budget creation, pension plan maximization strategies and legacy planning for the next generation.
Our team can get you on the right path in understanding your 403(b) plan options and discussing personalized saving strategies to supplement your future income needs.
We offer a variety of solutions for individuals and families regardless of where you are on your financial journey. With the help of our holistic approach to planning, our goal is to help you and your family feel financially confident so that you can focus on enjoying your life.
Our direction is clear: help you identify your financial goals and develop the plan needed to get you there.
We believe in providing professional service with honesty and integrity through constant learning and improvement. Adhering to these core values enables us to deliver clarity and address your personal economy through tailored, appropriate solutions.
Our experienced financial team of advisors and CERTIFIED FINANCIAL PLANNER™ professionals are ready to work with those dedicated to making their personal finances a priority. Contact us today by filling out the form or give us a call to begin the conversation.
P: 585-641-7900
F: 585-348-9700
55 Sully's Trail, Suite F
Pittsford, NY 14534
7077 Bonneval Rd, Suite 390
Jacksonville, FL 33216
