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Business of the Month

March 2009

Neubert Financial Services has been in operation since 2005.  With a work force of four full time staff and three part time staff, Neubert Financial specializes in tax preparation, investments, financial planning, estate planning, and charitable trust development.  They are fully licensed and currently serve over 750 clients.

Richard Neubert, President, established the company after retiring from Kodak.  It was Dick’s goal to ensure the clients he previously advised on a part-time basis would continue to receive the support and advice they deserved to maintain their “Financial Peace of Mind.”  He loves his work and says it is satisfying to see the positive difference his company makes in people’s lives.  Over 50 percent of Neubert’s clients are referrals.

Neubert Financial is very active in the local community and the Greater Rochester area.  Organizations they support include: Golisano Children’s Hospital, local fire and police departments, and the United Church of Christ Inner-City Meal Program.  They also provide support to deserving families with free tax preparation services and advice.

Newbert Financial is an active Chamber member.  Dick’s daugher, Carolyn Montanaro, who is Neubert’s Director of Administration, serves on the Chamber’s Member Services committee.

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