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Category: Insurance

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This listing is alphabetical by person's last name within membership level.
 
  (Would you like your information to appear here? Please visit our registration form for instructions and pricing.)

 
 

Jane A Ahrens

President
Ahrens Benefits Company

(100% Woman-Owned Business)

215 Sweet Acres Dr
Rochester, NY  14612

585-880-8156 (voice)
585-815-1658 (fax)

www.ahrensbenefitsco.com



Business Category:
Employee Benefits
Insurance
Long Term Care Insurance

In Business Since: 2008

Number of Employees/Subcontractors: 2

Desired Markets: Local, Regional
  Description: We help take the confusion out of health insurance and Medicare. We help individuals and small businesses with their health insurance.
  Featured Products or Services: health insurance, dental and vision. Medicare. Long term care. Life insurance.
 
 
 
  State Farm Insurance and Financial Services

AChristina Breen-Hale

Agent
State Farm Insurance and Financial Services

(100% Woman-Owned Business)

3093 WEST Ridge Rd
Rochester, NY  14626

585-225-8480 (voice)
585-225-6315 (fax)

breen-hale.com/

AChristina Breen-Hale
  Business Category:
Insurance
Banks & Finance
Health Services
Long Term Care Insurance
In Business Since: 1995

Number of Employees/Subcontractors: 4

Desired Market: State
  Description: State Farm®'s mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. It is impossible to know when a disaster such as a flood, hurricane, earthquake or tornado is going to strike. When it does, the ability of your business to weather the storm and quickly resume normal operations may depend on the measures you take today. for more info see statefarm.com
  Profile: On April 1, 1995 A Christina Breen-Hale opened her own STATE FARM Insurance Agency. Christina has a gift for listening to her client’s goals, dreams, and fears, many say “I get more than just insurance from this agency”. A native of Rochester, Agent Christina is proud to provide insurance and financial services to her extended neighborhood from her quaint, home-like office at 3093 West Ridge Road,(next to Friendly’s). Her fully licensed and dedicated office team brings unique and qualified insurance background that brings success of her agency. “It’s a great feeling knowing that you’ve helped your clients prepare to enjoy the best life has to offer while preparing in case the worst happens”, states Mrs. Breen-Hale. There is no doubt her philosophy is to live life to its fullest each and every day!
  Featured Products or Services: Auto, Home, Life, Health, Business, Personal Liability, Renters, Condo, Motorcycle, Recreational Vehicle, and Flood just to name a few
 
 
 
  Wells Fargo Advisors LLC, member SIPC

Joanna Ferguson CRPC®

Financial Consultant
Wells Fargo Advisors LLC, member SIPC

(Professional Position)

5789 Widewaters Pkwy
Dewitt, NY  13214

315-445-7256 (voice)
315-449-4337 (fax)

www.joannahferguson.wfadv.com

Joanna Ferguson CRPC®
  Business Category:
Financial Consulting / Investment Advisory
Financial Literacy
Insurance
Long Term Care Insurance
In Business Since: 2010

Number of Employees/Subcontractors: 1

Desired Markets: Local, Regional, State
  Description: Whether you're planning for retirement or already there as a Chartered Retirement Planning Counselor (CRPC) professional I can help you uncover the challenges you may face and develop a strategy for confronting them. Financial Advisors with the CRPC certification have in-depth knowledge of the investment planning process and are specially trained on the pre-and post-retirement needs of investors like you.
  Profile: As a Financial Consultant, I provide financial advice and value-added service to investors always striving to build long-term relationships based on mutual trust and respect. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. I earned the Chartered Retirement Planning CounselorSM (CRPC®) certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning. My professional affiliations included the Financial Planning Association and the College of Financial Planning.
  Featured Products or Services: Brokerage Services, Asset Management, Advisory Services, Insurance: Permanent, Term, Long Term Care Insurance, Lending Solutions via Wells Fargo Affiliates
 
 
 

Sherry Finkel Murphy

Financial Advisor
Northwestern Mutual Wealth Management Company

(Professional Position)

3 Atrium Drive
Suite 255
Albany, NY  12205

518-459-4665 (voice)
516-770-3419 (voice)

www.sherryfinkelmurphy.nm.com
/www.linkedin.com/in/sherryfinkelmurphy
/www.facebook.com/sherryfinkelmurphy/



Business Category:
Financial Consulting / Investment Advisory
Insurance
Banks & Finance
Financial Literacy

Desired Markets: Local, Regional, State, National
  Description: Comprehensive Financial Planning including insurance, investments and distribution planning; specializing in education planning and retirement income
  Profile: So many of us have a stockbroker, accountant, insurance agent, and lawyer, but NOT a plan. While you can save and build wealth, a self-service corporate portal or your local savings bank will not tell you what you need to know about *how* to arrive at your goal or how to manage the withdrawal of your funds for your children's education or in retirement. My clients learn how to keep their wealth growing, while positioning their children for a successful 'launch' and themselves for a lifetime of income.
  Featured Products or Services: Comprehensive Financial Planning, Insurance, Investments
 
 
 
  The Greater Watertown North Country Chamber of Commerce

Katrina Kapustay

Small Business Assistance Program Specialist
The Greater Watertown North Country Chamber of Commerce

(Professional Position)

1241 Coffeen Street
Watertown, NY  13601

315-788-4400 (voice)
518-365-1898 (voice)

www.watertownny.com
/www.facebook.com/Watertown.Chamber.of.Commerce?fref=ts

Katrina Kapustay
  Business Category:
Insurance
Number of Employees/Subcontractors: 12

Desired Markets: Local, State

  Description: Free, in-person, one-on-one education and assistance to the small businesses and healthcare decision makers in their respected communities regarding health insurance and the Affordable Care Act. " Small business tax credits under ACA " Healthy NY for small businesses " Medicaid " Medicare " Affordable Health Care Act " Public Coverage Options " Other small group options and commercial or job-based coverage options " How to understand and comment upon proposed insurance rate increases under New Yorks new prior approval law " How to choose a broker " The pros and cons of HASs and other small group products
  Featured Products or Services: " Small business tax credits under ACA " Healthy NY for small businesses " Medicaid " Medicare " Affordable Health Care Act " Public Coverage Options " Other small group options and commercial or job-based coverage options " How to understand and comment upon proposed insurance rate increases under New Yorks new prior approval law " How to choose a broker " The pros and cons of HASs and other small group products Affordable Care Act, General Information Affordable Care Act Concerning Small Businesses Rate Reviews Employer Mandates Affordable Care Act Tax Credits Shop Exchange Individual Exchange Health Insurance Options for Sole Proprietors Health Insurance Options for Small Businesses Referrals to Community Health Advocates or Brokers
 
 
 
  I.M.E.C., LLC

Amy McEathron

President/Owner
I.M.E.C., LLC

(100% Woman-Owned Business)

111 Riverside Drive
Carthage, NY  13619

315-493-4377 (voice)
315-493-4379 (fax)

www.IMECnys.com

Amy McEathron
  Business Category:
Medical Examinations
Insurance
In Business Since: 2006

Number of Employees/Subcontractors: 8

Locations: Our main office is in Carthage, NY and we have satelite offices all across NY State.

Desired Markets: Local, Regional, State

  Description: Independent Medical Evaluation Company, LLC (IMEC) provides the expertise of Independent Medical Evaluations (IME) to the legal profession, insurance carriers, third party administrators, as well as other entities. An IME is an independent medical examination done by a board certified physician to give an independent opinion on your injury or medical condition.
  Profile: I have been in business for 8 years and have grown from one little box to an actual office with 8 employees.
  Featured Products or Services: Independent Medical Evaluations
 
 
 
  Primerica Financial Services

Michelle Shauger

Regional Vice President
Primerica Financial Services

(100% Woman-Owned Business)

223 North Washington Street
Rome, NY  13440

315-225-4481 (voice)
888-709-1903 (fax)

www.primerica.com/michelleshauger
www.primericaworkshops.com
www.womeninprimerica.com

Michelle Shauger
  Business Category:
Business Ownership and Training
Financial Consulting / Investment Advisory
Financial Literacy
Insurance
In Business Since: 2002

Locations: We service clients and open offices throughout the United States and Canada.

Desired Markets: Local, Regional, State, National, International

  Description: Please visit my company website for more information. www.primerica.com/michelleshauger
 
 
 

Tiffany F Larkin

Account Executive
CH Insurance Brokerage, Inc.

(Professional Position)

100 Madison St.
Suite 100
Syracuse, NY  13202

315-552-5325 (voice)
315-744-3751 (voice)
315-234-7508 (fax)

www.chinsurance.cc/



Business Category:
Insurance

In Business Since: 2009

Locations: Syracuse and Rochester

Desired Markets: Local, Regional, State, National
  Description: We are CH Insurance Our priority is protecting your business and what is important to you. CH Insurance is a Full Service, Independent agency specializing in Commercial, Personal, and Employee Benefits. With over 20 years of experience, CH Insurance provides access to multiple markets. We strive to make sure ALL our clients have access to competitive premiums. We are reliable, responsible, and determined to produce results for all your Insurance needs. "CH Insurance is in your corner"
 
 
 

Susan Suben MS, CSA

President
Long Term Care Associates, Inc.

(100% Woman-Owned Business)

31 Greenbush Street
Cortland, NY  13045

800-422-2655 (voice)
607-756-8538 (voice)
607-756-4400 (fax)

www.LongTermCareAssociates.net



Business Category:
Long Term Care Insurance
Insurance

In Business Since: 1995

Number of Employees/Subcontractors: 4

Desired Market: Regional
  Description: Long Term Care Associates, Inc. is celebrating its 16th year as an independent broker specializing in long-term care planning, long-term care insurance, and care consultations. We consult with individuals, families, businesses, associations, school districts and municipalities. Our expertise is educating our clients about their options in an understandable comprehensive way.
 
 
 

Lisa Tamilia

Vice President Regional Sales
Chautauqua Patrons Insurance Company

(Professional Position)

P.O. Box 345
Liverpool, NY  13088

315-415-8175 (voice)

www.chautauquapatrons.com



Business Category:
Insurance
Insurance

Desired Markets: Local, Regional, State
  Description: Chautauqua Patrons Insurance Company is a Property and Casualty Insurance Company located in Jamestown, NY. Founded in 1877, it is represented by over 150 independent agents located throughout the Upstate region of New York State.
 
 
 

Lisa Tamilia

Vice President Regional Sales
Chautauqua Patrons Insurance Company

(Professional Position)

P.O. Box 345
Liverpool, NY  13088

315-415-8175 (voice)

www.chautauquapatrons.com



Business Category:
Insurance
Insurance

Desired Markets: Local, Regional, State
  Description: Chautauqua Patrons Insurance Company is a Property and Casualty Insurance Company located in Jamestown, NY. Founded in 1877, it is represented by over 150 independent agents located throughout the Upstate region of New York State.
 
 
 
     
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