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Financial Planning Information
Investment
Insurance
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 News
January, 2008 - Bob and Joni attended a 3 day Mastery Seminar on Practice Management given by AssetMark to enable us to deliver the highest possible quality service to our clients and their familes.
October 17, 2007 - Bob, Melissa, & Joni travel to Teaneck, NJ for the quarterly AssetMark meeting.
October 10, 2007 - Melissa & Christina take a trip to Ithaca for cross training with our sister company, the Strebel Planning Group.
September 18-19, 2007 - Personal Financial Consulting Inc. offers federal employees seminars in retirement and estate planning at the Federal Executive Board in Buffalo, New York.
August 27, 2007 - Personal Financial Consulting welcomes Christina White as our new Assistant Planner.
August 23, 2007 - Linda and Dan Licursi win a drawing for a $50 dollar gift certificate to a restaurant of thier choice, from our Advisor Impact Client Survey.
August 23, 2007 - We congradulate Melissa in achieving her Certified Long Term Care (CLTC) designation. |
July 18, 2007 - Bob, Melissa, & Dale travel to Teaneck, NJ for the AssetMark quarterly meeting.
April 18, 2007 - Bob & Dale travel to Tarrytown, NY for the AssetMark quarterly meeting.
January 17, 20007 - Bob, Melissa, & Joni travel to Tarrytown, NY for the AssetMark quarterly meeting.
January 2, 2007 - Joni Montroy is welcomed to your Personal Financial Consulting staff, as the new Rochester Branch Financial Planner. Starting our representation in Rochester, New York.
November 5-6, 2006 - Personal Financial Consulting Inc. offers postal employees seminars in retirement and estate planning at the Federal Executive Board in Buffalo, New York.
November 2, 2006 - Melissa Babcock is Promoted to Vice President.
October 24-25, 2006 - Personal Financial Consulting Inc. offers federal employees seminars in retirement and estate planning at the Federal Executive Board in Buffalo, New York.
October 17, 2006 - Melissa Babcock is promoted to Financial Planner from Assistant Financial Planner.
September 5, 2006 - Dale L. Felix is welcomed to your Personal Financial Consulting staff, as the new Office Manager at the Endicott Branch.
August 2, 2006 - Bob is "Arrested" for MDA! Credited to all of the generous contributors, PFC collected the second highest balance in our area.
June 19, 2006 - Personal Financial Consulting Inc. opens branch office in Buffalo to offer a more convienant meeting place for prospective clients. Our new office is located at 3625 Eggert Rd, Orchard Park, NY 14127.
June 19, 2006 - Melissa Babcock earns her Chartered Federal Employee Benefits Consultant (ChFEBC) designation.
May 30-31, 2006 - Personal Financial Consulting Inc. offers federal employees seminars in retirement and estate planning at the Federal Executive Board in Buffalo, New York.
May 24, 2006 - Paul Donahue leaves Personal Financial Consulting Inc. to take a permanent job after graduation, in New York City.
May 12, 2006 - Tina Chiu leaves Personal Financial Consulting Inc. to take her permanent job after graduation at Price Waterhouse Coopers in Stamford Connecticut.
May 3, 2006 - Anthony Goodwin joins personal financial consulting Inc. as an intern for the remainder of the spring semester and most of the summer semester.
February 22, 2006 - Melissa Babcock earns her Life and Health Insurance License.
February 6, 2006 - Melissa Babcock is promoted to Personal Financial Consulting Inc. Accounting Manager and Interim Office Manager.
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