Contact Us
Thanks for visiting! Have any questions or comments? Please feel free to contact us by reaching out through the form below. We look forward to hearing from you!
Rick is the newest member of the Integrated Financial Group but has been working in the industry for more than 14 years. Rick is Life, Accident, and Health licensed – and holds his Series 6 & 63. He deeply understands the importance of clear communication with our clients. Rick works closely in a principal supporting role with Nick Purchiaroni. Outside of the office, you will find this sports fanatic cheering on SU – or enjoying some live music at venues around CNY.
Nick is passionate about providing his clients with the tools and education they need to help navigate life’s financial challenges. With 10 years in the financial services industry, Nick recognizes the more knowledge his clients have, the more empowered and confident they feel about achieving their goals.
Nick obtained the RICP® designation in 2015. Much of his professional development and studies continue to revolve around researching and developing the most effective and proven retirement strategies.
A Central New York native, Nick holds a bachelor’s degree from SUNY Oswego and has a Master’s in Education from SUNY Cortland. He received his RICP® Retirement Planning designation through the American College in 2015, and holds Series 6 and 63 registrations as well as Life, Accident, Health and Property and Casualty insurance licenses.
Nick and his wife, Jessica, live in Baldwinsville with their two daughters and dog, Caramel. Whether it’s camping, going to a movie or enjoying a great meal together, they love exploring all Central New York has to offer.
Brett started his career in the financial services industry with Prudential more than 10 years ago. In 2011, Brett graduated from Siena College with a Bachelor of Science degree in Finance. He and his team have been helping clients work towards their financial goals ever since.
As a Financial Planner, he helps individuals, couples and families grow and protect their assets for the future. He works closely with his clients in order to recommend the most appropriate investments and services to help them achieve their unique goals.
Brett believes that continued education is important so that he can best serve his clients. He spends many personal hours studying financial resources while learning and developing his skills as a financial planner. Brett has earned the CERTIFIED FINANCIAL PLANNER™ designation, and holds the following securities registrations: Series 7, 6, 63 and 65. He also holds Life, Accident and Health insurance licenses.
Brett grew up in Boylston, Massachusetts before calling Central New York home. He married his wife, Elizabeth, in 2017 and they currently reside in Clifton Springs with their golden retriever, Josie. In his spare time, Brett enjoys golfing, traveling, and spending time with friends and family.
Chet has a Business Management degree from MCLA. In addition to his work in the Financial Services industry, Chet specializes in Medicare and has been guiding clients through healthcare coverage options for more than 12 years.
Chet grew up in Central New York and calls Syracuse home.
Dan has been in the financial services industry for more than 6 years. He graduated with a Bachelor of Science from SUNY Oneonta in 2014 with a Major in Finance and minor in Sports Management. Dan started his professional career with an internship with Northwestern Mutual in 2013 while still attending College. In his first full year at Prudential he earned his RICP® designation, was rookie of the year, and qualified for Conference and MDRT. At the age of 25, he completed his Financial Planning studies through The American College and attained the CERTIFIED FINANCIAL PLANNER™ designation.
Dan lives in Baldwinsville, NY and is married to his beautiful wife Jackie. While focusing on growing his practice, Dan also gives back to his community as a member of the Baldwinsville Kiwanis Club where they help and support kids in need. He is a HUGE New York Rangers fan and enjoys playing golf, watching sports, and the company of friends and family.
Susan has held the title of Marketing Assistant 2 years for Marketing Director Eastern Territory – as well as acting as a Marketing Assistant for 2 Financial Planners for 8 years.
Sue resides in North Syracuse with her partner Carl. She has two children – and three amazing grandchildren. Sue enjoys working in her gardens, going for long walks or hikes, bike riding…most of all spending quality time with family, friends and pets!
Jessica has a passion for writing and a love of connecting with people. Before teaming with her husband Nick to grow their financial services practice, she worked as a managing producer at a Syracuse news station. Her decision to join Integrated Financial Group has made it possible to stay in touch with clients on a more frequent and personal level. She looks forward to facilitating strong business relationships and assisting in any of their servicing needs.
Qualifications
Nice to meet you!
Jessica lives with her husband Nick and their two young daughters in their Baldwinsville, NY home. When Nick & Jess aren’t busy in the office – they LOVE doing all the fun family activities Central New York has to offer: sledding, swimming, visits to parks, and camping in the Adirondacks.