portrait of Dave Chalifoux

About Dave

As a person who, along with my wife and two daughters, was born and raised in Central NY, it has been my honor to have helped many clients achieve both their financial and personal goals. I have built my practice on a strong foundation of experience and dedication to my clients.

Every strategy I offer and every solution I recommend is carefully tailored to what is most important to you and your family. My ideal clients are those that are purposeful and thoughtful about working toward long-term goals that range from preparing for or living in retirement, to sending a child...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesMarch 2006 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • SUNY OswegoBachelor of Arts

Personal Interests

  • Golfing
  • Running
  • Hiking

Team Members

  • Penny Nelson
    Sr. Branch Office Administrator
  • Maureen Gilbert
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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