About Our Team

Nestled along the scenic Erie Canal in the heart of Schoen Place, Pittsford, NY, Canal View Financial Advisors has been a beacon of client-centered financial guidance since 2012. Our location in this charming village reflects our commitment to the community and the personalized service we provide.

Our journey began with a shared vision among our diverse team of advisors. Having experienced the high-pressure sales environment of wirehouses, we recognized the need for a different approach—one that prioritizes the client above all else. This realization became the foundation of our firm, where going the extra mile is not just a promise but a practice ingrained in our culture.

We understand that every client has unique needs and aspirations, and we are dedicated to being the partner you require—whether as educators, leaders, or hands-on collaborators. Our team’s varied backgrounds bring a wealth of knowledge and experience, allowing us to offer tailored solutions that align with your goals. At Canal View Financial Advisors, you are not just another client; you are part of our extended family, and we are here to support you in every step of your financial journey.