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Financial Planning Information
Investment
Insurance
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 News
September 2009 - Hired Mike Singleton and Gordon Streeter from University of Buffalo as Financial Planning Interns.
Summer 2009 - Hired Dawn Rowland as office manager and administrative assistant. Dawn is currently licensed in Life, Health and Long Term Care Insurance and is getting licensed as an investment professional. She previously worked for Bankers Life as a Life and Annuity Specialist.
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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