Donald J. Germano, ChFC
Phone: (585) 340-5200
Fax: (585) 427-9956
E-mail: don.germano@beltz-ianni.com
Wanting to help people is what first attracted me to the financial services industry, and that is what has kept me going throughout my 34 year career. I take great delight in helping individuals and businesses build their financial futures. I regularly attend industry training and certification programs to stay on top of my field and develop my professional skills. This includes completing the curriculum and passing the exams for the: Chartered Financial Consultant (ChFC), a professional designation of the American College, Bryn Mawr, PA. FINRA Securities Registrations: Series 6, Series 7, Series 63, and Series 65.
My academic achievements include: Bachelors of Business Administration from St. Bonaventure University; ChFC from The American College; MA from St. Bernard's School of Theology and Ministry. My education, experience, and professional affiliations have fostered my practical approach to offering financial products and services to my clients. Rather than simply recommending a combination of unrelated products, first I’ll consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you address your goals. Then, if it is suitable, as a registered representative of AXA Advisors, LLC, I may recommend appropriate products and services to help you execute your strategy.
Maintaining a strong sense of community and a solid professional foundation are very important to me. My community involvement includes being a Deacon at St. Joseph's Roman Catholic Church, which is located in Penfield, NY.
My wife Mary and I live in Fairport, New York. We have four children, all of whom have completed college. As part of my future succession plan, my eldest son, David, has been working with me for the past 10 years. He is a alumni of McQuaid High School and Ithaca College, where he majored in Finance. Take a tour around the site. Contact us if we can be of assistance to you, your family, or your business in helping to make your financial goals a reality. Thanks for visiting!
Contact Info
280 Kenneth Drive Suite 110
Rochester, NY 14623
Map and Directions
Phone: (585) 340-5200
Fax: (585) 427-9956