Novem Group

At Novem Group, we are dedicated to providing exceptional investment and financial services to our clients. With a long history dating back to 1994, we have established ourselves as a trusted and respected provider of personalized financial solutions. Our team of experienced professionals is committed to helping individuals, businesses, and institutions achieve their financial goals through customized investment strategies and financial planning.

Our Services

We offer a wide range of services designed to meet the unique needs of our clients. Our comprehensive services include:

Wealth Management

Novem Group's wealth management services are tailored to help individuals and families achieve their financial goals. Our team of experienced financial advisors will work with you to create a personalized investment strategy, designed to grow and preserve your wealth.

Retirement Plan Services

Our retirement plan services are designed to help businesses provide their employees with efficient and effective retirement plans. Our team will work with you to select the right retirement plan for your company, ensuring that your employees have a comfortable retirement.

Employee Benefits

Novem Group offers a range of employee benefits solutions, including group insurance, benefit plans, and employee assistance programs. Our experts will work with you to design a benefits package that meets the unique needs of your company and your employees.

Investment Management

Our investment management services are designed to help individuals and institutions achieve their financial goals. Our team of experienced investment professionals will work with you to create a customized investment strategy, designed to achieve your financial objectives.

About Our Team

Our team of professionals is dedicated to providing exceptional service and expert advice to our clients. With years of experience and extensive knowledge, our team is committed to helping you achieve your financial goals.

Adam Morgan

Financial Advisor

• 585-348-9537
• amorgan@novemgroup.com

Andy Gentile

Wealth Advisor

• 561-623-5492
• agentile@novemgroup.com

Anthony Simonetti

Financial Advisor

• 585-348-9540
• asimonetti@novemgroup.com

Charles Herendeen

Managing Director, Senior Financial Advisor

• 585-348-9549
• cherendeen@novemgroup.com

Greg Wagner

Investment Advisor Representative

• 585-440-6368
• gwagner@novemgroup.com

Jeremy Raco

Senior Vice President

• 585-348-9546
• jraco@novemgroup.com

Mackenzi Springer

Financial Advisor

• 585-348-9555
• mspringer@novemgroup.com

Patrick Manuel

President & Financial Advisor

• 585-348-9552
• pmanuel@novemgroup.com

Stephen Roehrig

Financial Advisor

• 585-348-9517
• sroehrig@novemgroup.com

Thomas Burke

Investment Advisor Representative

• 585-348-9539
• tburke@novemgroup.com

Tom Froehlich

Financial Advisor

• 732-974-3770
• tom@froehlichfinancial.com

Vince Palumbos

Financial Advisor

• 585-348-9423
• vpalumbos@novemgroup.com

Jeffrey Altieri

Portfolio Manager, Fixed Income Specialist

• 585-203-1984
• jaltieri@novemgroup.com

Dan Williams

Investment Assistant

• 585-348-9456
• dwilliams@novemgroup.com

Tim Gerlach

Portfolio Manager

• 202-979-9664
• tgerlach@novemgroup.com

Betty Bartolotta

Client Service Associate

• 585-348-9525
• bbartolotta@novemgroup.com

Faith Cretella

Client Service Associate

• 585-348-9422
• fcretella@novemgroup.com