Rochester Program

The Establishment on the road

We just love a good road trip.

Did you know we’ve expanded our private class offerings across Upstate New York to Rochester, Syracuse and Utica through our On The Road Program? That’s right. The Establishment now offers private classes in each of these cities for businesses, groups, organizations and friends.

Email us at info@theestablishmentbuffalo.com or call 716.428.3475 to arrange for your free private class. We’ll take care of the details.

Meet An Advisor in Rochester, NY

Meet your team of Rochester advisors who can help you cover money need-to-knows—and make sure you have fun along the way.

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Marlene Dattilo, CFP, CLTC, CFBS

mdattilo@TheEstablishmentNYS.com
585.485.0194

my story

Bio coming soon.

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Jim Ferrari

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.

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Chris Shekell

cshekell@TheEstablishmentNYS.com
585.399.8344

my story

While growing up in a blue-collar family, money was a common topic of conversation. I’ve always had an interest in the financial services industry and wanted to learn how to make smart money decisions and eventually pass that knowledge on to others.

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Eric Palumbo

epalumbo@TheEstablishmentNYS.com
585.399.8365

my story

Failing to plan is planning to fail. That’s my mantra. I saw the effects bad planning can have on people and that is what led me to a career as a financial professional about 10 years ago.

Explore Our Available Classes

From paying off your student loans to looking far into the future with retirement options, Establishment classes give you a chance to dive in to the topics that matter most. So, for just one night, go back to school—no homework or final exam required.

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November 2018

Marlene Dattilo, CFP, CLTC, CFBS

Wine & Investing 101

THURSDAY / NOV 8

@ Monroe's | 6:00PM - 8:00PM

Marlene
BOOK CLASS
Eric Palumbo

Wine & Investing 101

WEDNESDAY / NOV 14

@ Monroe's | 6:00PM - 8:00PM

Eric
BOOK CLASS