Kelly Ferris Financial

Kelly Ferris Financial Victor, NY native & SUNY Geneseo grad helping others build wealth with heart, strategy & purpose

Happy Monday! One of my coworkers shared this with me and it made me stop and laugh... But all jokes aside, December is ...
12/08/2025

Happy Monday! One of my coworkers shared this with me and it made me stop and laugh... But all jokes aside, December is a big month for spending especially with Christmas and the holidays coming up. Here's a friendly reminder to be mindful of your spending while also enjoying the holiday! :)

I'm so excited to share that I have joined the Rochester Women's Network! I'm truly looking forward to connecting with a...
10/16/2025

I'm so excited to share that I have joined the Rochester Women's Network! I'm truly looking forward to connecting with all the amazing women who are a part of this organization. Also I would like to thank Alliance Advisory Group, Inc. for all of your support so far as it means so much to me.

If you are a part of the Rochester Women's Network, drop a "hi" in the comments as I would love to connect and get to know you!

You may think preparing for a natural disaster includes packing a bag with food, water, and some of your possessions. Bu...
10/15/2025

You may think preparing for a natural disaster includes packing a bag with food, water, and some of your possessions. But it should also include gathering financial documents, reviewing insurance policies, and getting cash. Check out these steps that

Incorporating financial preparedness into your disaster plans may help you handle the aftermath with more resilience

Doing some home improvement?  There's one item that most homeowners overlook when undertaking remodeling projects.
10/08/2025

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

When was the last time you paid yourself first?
10/01/2025

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Adulting isn't easy, but getting term life insurance can provide a financial safety net for your loved ones. And it cost...
09/24/2025

Adulting isn't easy, but getting term life insurance can provide a financial safety net for your loved ones. And it costs less than most people realize.

Getting Term life insurance can help protect your loved ones from the unexpected. And it may cost less than you think.

Six out of 10 millennials regret buying a home because they weren’t prepared for the hidden costs. So here are some tips...
09/22/2025

Six out of 10 millennials regret buying a home because they weren’t prepared for the hidden costs. So here are some tips on managing the new and ongoing financial demands of home ownership.

Here are some tips on managing the new and ongoing financial demands of home ownership.

For a small business, the loss of a key person could cause financial hardship.
09/19/2025

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

What an incredible experience the Guardian Foundations Capstone program was! I gained so many valuable techniques from e...
09/18/2025

What an incredible experience the Guardian Foundations Capstone program was! I gained so many valuable techniques from experienced financial professionals. Some of these tools that will truly help me strengthen my practice and grow my business. I also had the chance to connect with many inspiring people from across the country. It was so incredible to meet other Guardian peers including Annette, Venus, Heather, Nathaniel, and Ryan! It was refreshing to meet new faces at Guardian and share in the energy and passion we all have for what we do.

I want to thank Alliance Advisory Group, Inc. and Steve Constantine for allowing me to partake in this wonderful opportunity. I also attended the program with two of my other colleagues, Meg and TJ which made the experience even more enjoyable.

This was my first time visiting Dallas...and I have to say the barbecue exceeded my expectations!

Guardian Life

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
09/17/2025

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Can group and private disability policies work together?
09/15/2025

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Can money buy happiness? It depends. Happiness doesn't sit on a store shelf with a price tag, but these 5 spending tips ...
09/12/2025

Can money buy happiness? It depends. Happiness doesn't sit on a store shelf with a price tag, but these 5 spending tips may make your days a little brighter.

Building proactive, sustainable financial habits can help increase a person's well-being no matter what their salary

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69 Monroe Avenue
Pittsford, NY
14534

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