Financial Planning Information

• Estate Planning
• Retirement
• College
• Taxes
• Medicaid/Medicare
• Identity Theft

Investment

• Risk Tolerance Assessment
• Asset Allocation
• Fee-Based Versus Commission's
• Consumer Resources

Insurance

• Life
• Long Term Care
• Disability
• Home/Auto/Personal Liability Umbrella

Corporate Office
Personal Financial Consulting, Inc
1109 Monroe Street
Endicott, NY 13760

Phone: 607.748.6674
Toll Free: 888.454.4313
Fax: 484.229.0489

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Buffalo Branch
Personal Financial Consulting, Inc.
2177 Union Road
West Seneca, NY 14224

Phone: 716.462.4716
Toll Free: 888.454.4313
Fax: 484.229.0489

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Rochester Branch
Personal Financial Consulting, Inc.
2824 East Henrietta Rd.
Henrietta, NY 14467-9322

Phone: 585-419-2791
Toll Free: 888-454-4313 (Endicott)

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Emergency Cell Phone: Bob Bohner 607.743.0122

Direct Staff Contact Info:
Bob Bohner, President:
RBohner@OurPFC.com

Joni Montroy, Financial Planner (Rochester Branch):
Joni@OurPFC.com

Jodi Babcock, Client Fulfillment Manager - Client Services:
Home Office: 607.604.4282
Jodi@OurPFC.com

Aaron Barse, Computer Operator and Office Supplies Manager:
Aaron@OurPFC.com