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Service Above All

Service above all is more than just our motto. It is how we conduct our business with our clients and with our team. Since 1968, Centra Financial Group has been a trusted partner to individuals, businesses and families in the Rochester and Finger Lakes area. Our associates are well-rounded, knowledgeable professionals who can help clients realize and discover their goals and put in place the plan to achieve them.

 Managing Challenges Together

Given the evolving status of the Coronavirus (COVID-19), we want to assure you that Centra Financial Group is committed to providing uninterrupted service to our financial professionals and their clients while also maintaining the safety and well-being of our associates.

You can count on Centra Financial Group at challenging times like this. Our financial professionals and associates have dedicated themselves to delivering quality services that help you navigate life’s uncertainties. We fully expect to maintain high levels of service and responsiveness.

Our parent company, Penn Mutual, has been keeping its promises for 173 years with a record of strong financial performance. They have protected what matters most through recessions, wars and pandemics and have always taken the long-term view. They are well positioned to handle interest rate changes, market volatility and other disruptors.

Given the current COVID-19 situation, we regularly monitor global and local developments as well as guidelines from the Centers for Disease Control and the World Health Organization. We remain confident in the precautions we’ve taken so far and in our ability to operate our business in a changing environment.

Helping you protect what matters is important to us. We hope that you and your loved ones are safe and healthy.

Let us know if we can help in any way.

Our Mission

Service Above All is more than a motto.  For our advisers, it is a way of life.

Our Philosophy

We manage family wealth for generations by first educating our clients and then allowing them to decide on how to increase the efficient and effective use of their money.

Planning Process

Let’s face it...planning for the future can be a daunting process. Our primary interest is to partner with you and help you meet your financial goals and plan for life's expected and unexpected events.

Experienced Professionals 

Our advisers are dedicated to continuing education in order to assist their clients in managing family wealth for generations.  Our advisers specialize in various areas of planning and will work collaboratively to provide the technical expertise necessary when more complex issues arise.

The various designations and credentials held by our Advisers include:

  • CLU: Chartered Life Underwriter
  • ChFC: Chartered Financial Consultant
  • CFP: Certified Financial Planner
  • LUTCF: Life Underwriting Training Council Fellow
  • RICP: Retirement Income Certified Professional
  • MBA: Master of Business Administration

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Personalized Experience 

We know that no two individuals or businesses share the same goals or approach to achieving those goals. We take the time to understand where you and your business are today, and where you desire to be tomorrow.


  1. Identify your current situation and your future financial objectives.
  2. Understand the options and alternatives available to you.
  3. Develop, implement, and monitor a program that will help you achieve those objectives through innovative investment and tax strategies.

The extensive resources available to us through our home office and affiliated companies allows us to match nearly any need or concern you may have with an appropriate product, service, or program. 

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