Meet our Advisor:

Jim Ferrari

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jferrari@TheEstablishmentNYS.com | 585.399.8311

my story

Everything I do is for my family. So after 24 years in the restaurant and foodservice industry, I went into financial services because it offered flexibility for family and the freedom to build my own business. The field is so rich, it can be a challenge staying focused on just one thing at a time.

Over a decade later, I still enjoy seeing my clients and team reach and exceed their goals. I feel rewarded knowing I was there to coach them along their way to success.

Outside of work, I love to cook and build/fix things. Remodeling and fine woodworking is another passion of mine, which I did professionally. I can build custom doors and moldings in my own shop. Beyond that, I like spending time with my family and attending my kids’ sporting events.

Originally from Walworth, I live in the Rochester area simply because everything is 20 minutes away and my family is here.

You should know

Past president for the National Center for Missing & Exploited Children. Been on the board for six years.

fun facts

Song that never gets old

“You’ve Got a Friend” by James Taylor

Favorite restaurant

McCann’s Local Meats

Drink of choice

Amber lager, nothing too hoppy

Wish I knew more about:

As a father of two... the teenage mind

book a class with jim
Jim Ferrari

Crafting Financial Plans

THURSDAY / OCT 22

Online Class | 6:00PM - 7:00PM EST

Jim
BOOK CLASS
Jim Ferrari

Crafting Financial Plans

THURSDAY / NOV 12

Online Class | 6:00PM - 7:00PM EST

Jim
BOOK CLASS
Jim Ferrari

Making Sense of Student Loans

TUESDAY / NOV 17

Online Class | 6:00PM - 7:00PM EST

Jim
BOOK CLASS
Book a Checkup through Mass Mutual NYS