Aspire Financial Group, LLC

Phone (607)239-6333

Fax (607)953-0280

Earl D. Butler Professional Building

231 Main St, Suite 3
Vestal, New York 13850

Securities  and Advisory Services offered through Cadaret, Grant & Co., Inc. A Registered Investment Advisor and

Member FINRA and SIPC Cadaret, Grant & Co. and Aspire Financial Group are separate entities

Securities offered in AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA & WA

aspire - direct one's hopes or ambitions toward achieving somethinge

If you have financial aspirations for yourself and your family, we would like to help. Aspire Financial Group advisors Ed Yetsko and Kevin Dempsey have been helping individuals and families manage their wealth and reach their financial goals for over 25 years. Whether it is retirement income security, college planning, estate protection, or any goal that you value, as veteran financial advisors Ed and Kevin have the knowledge and experience to help you navigate today’s complex financial environment and put you on the path to your financial success.

Aspire Financial Group

MEET OUR TEAM

Ed Yetsko, MBA, CFP®, CSRIC™

Financial Advisor

Ed entered the Financial Services profession in 1987 and is co-owner of Aspire Financial Group.  He is a graduate of the US Naval Academy and retired Naval Reserve Captain. Ed received his MBA from Binghamton University and holds the Certified Financial Planner™ and Chartered SRI Counselor™ professional designations.  Ed's practice focuses primarily on helping his clients manage their resources to prepare for and enjoy a comfortable and secure retirement.  In addition to educating his clients, he also teaches investment and personal finance courses at SUNY Broome Community College.  Father of four and grandfather of nine, Ed lives in Vestal with his wife Lynn.

Check the background of this investment professional

on FINRA's broker check.

Visit Ed's personal website.

Kevin Dempsey

Financial Advisor

Kevin has 25 years of experience in the Financial Services industry and is co-owner of Aspire Financial Group.  His focus is helping retirees and pre-retirees in retirement income planning, investment planning and estate planning.  He also prepares income tax returns for many of his clients.  Kevin has a B.S. dgree in Engineering from Alfred University and lives in Johnson City, NY with his wife Judy.

Check the background of this investment professional

on FINRA's broker check

Aspire Support Staff

From left to right - Sue Korutz, Valerie Todd (seated) and Jean Prutisto

Ed and Kevin are supported by an experienced client service staff.  Their focus is to make sure that all of our client's account service needs are addressed in an efficient and timely manner.

 Valerie Todd is responsible for overall supervision of client service activities and works primarily with Ed and his clients.  She has over 20 years of financial services experience and is also securities licensed.

Jean Prutisto works primarily with Kevin and his clients and is entering her fourth year in the industry.  Jean also holds a securities license.

Sue Korutz is responsible for office administration and general client support.

Our Planning Process

You have questions ... we can help you find your answers

A sound financial plan is based on a thorough process that brings your goals and resources into focus and involves the following steps:

  • Identifying and quantifying your goals

  • Gathering and assessing all relevant information

  • Developing a realistic plan to move toward your goals

  • Implementing your plan using the appropriate financial tools

  • Monitoring your progress and making adjustments as necessary based on your changing personal circumstances and changes in the financial environment

Here are some of the practical questions we routinely help our clients address:

  • I'd like to retire in 5 years.  Where do I stand?

  • I need to turn my investments into an income stream.  What is the best strategy for me?

  • I'm thinking of applying for social security early. Am I losing money by not waiting?

  • I just changed jobs.  What should I do with my 401(k) plan?

  • How can I help my children through college without jeopardizing my own retirement?

  • I just inherited money from my parents.  I want to make sure I am doing the right thing for my family.

Let's get started

Whether you need help on just one or two of these types of issues or a  plan that addresses multiple needs, we can help you get started.  We have the experience to help you evaluate your situation and select from the many financial strategies and tools available in the market today.  Our collaborative on-line planning tools allow us to evaluate multiple scenarios and options and keep your plan accessible and up to date.

if you think you may benefit by working with us or would just like to learn more, call us for a no-obligation appointment and we can help you determine if our services are a fit for your situation.

ASPIRE FINANCIAL GROUP

Wealth Management

Wealth Management is a term you hear many firms use today to describe their services. The dictionary definition of wealth - a great quantity or store or money, valuable possessions, property or other riches - would lead you to believe that you need a great deal of money or a large investment portfolio to benefit from “wealth management” But what is wealth really?

We find the synonyms for wealth of “richness” and “fullness” to be more descriptive of our thoughts on wealth. If you effectively use the resources you have available to achieve a rich and full life, provide for your family, and spend time doing things that you value, then we believe that you have achieved personal wealth.

 

At Aspire, we work with our clients to do just that, through a diligent financial planning process.

 
 
 

CONTACT US

231 Main St, Suite 3
Vestal, New York 13850

Phone (607)239-6333

Fax (607)953-0280

 
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