Canandaigua (Appointment Only) Financial Advisors

Our Canandaigua office is by appointment only. The Financial Engines Advisor Center in Canandaigua serves Canandaigua, Farmington, Victor, Bristol, South Bristol, Geneva, East and West Bloomfield, Manchester, Naples, Phelps, and other surrounding areas in and around Ontario County. Our investment advisors are here to help with your 401(k) rollover, Investment Management with Brokerage Accounts and Individual Retirement Accounts (IRA), as well as Financial Planning for Retirement, Income Solutions and Investments as well as Social Security Optimization. We manage your investments to help achieve your goals, not ours. Our investment advisor will make decisions because they are right for you and for no other reason.

Office Location

11 North Street
Suite 200
Canandaigua, NY 14424
Map Office
Phone: (585) 244-3000
Toll Free: (877) 857-3030
Fax: (585) 244-8249

Our Investment Advisors

Sam Mazzola
CFS®
Senior Vice President - Financial Planning
Lisa Benchaabane
CFS®, CRPC®
Senior Vice President - Financial Planning

Our Team


Lori Knowles

Laurie Maloy Sheller
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