Professional Advisory Board
This board of professional advisors has been personally selected by Mark Colgan to enhance the services provided by Colgan Capital. Each member has agreed to speak with our clients at no charge to determine your needs and explain the services required and provide and estimate of cost.
Wills and trusts:
Joy Ryen Plotnik
PMB 329
3349 Monroe Avenue
Rochester, NY 14618
(585) 586-7770
Joy is an attorney practicing in the area of Estate Planning and Estate Administration. She received her B.A. degree from Brandeis University and her J.D. degree from the Boston University School of Law. Prior to practicing on her own, Joy was associated with the firm of Harter, Secrest & Emery.
Joy is a member of the Trusts & Estates Section of the Monroe County Bar Association where she has served on its executive committee. Joy is a Trustee of the Strong Museum.
Accounting and tax advice:
 Andy Kendrot, CPA
374 Knickerbocker Ave
Rochester, NY 14615
(585) 458-9561
andy@thetaxmon.com
Andy has 25 years experience in the accounting field, including 20 years experience in public accounting, with the last 11 years with his own public accounting practice. Andy's wide range of experience covers many items from individual income taxation to auditing large corporations. His practice is concentrated on assisting individuals with income tax preparation and personal debt consultation. For the small business owner he provides income tax preparation, payroll and human resource assistance, along with general business consultation.
He earned his Associates Degree in Accounting from State University of New York at Alfred, his Bachelors Degree in Accounting from Rochester Institute of Technology. Andy is a member of the New York State Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
 Garry Cointot, CPA
Murray, McDonald and Co., LLP
349 W. Commercial Street, Suite 3150
East Rochester, NY 14445
(585) 387-0330
garry@murraymcdonald.com
Garry has over twenty years of public accounting experience, including six years with a large regional accounting firm. He has extensive experience in financial reporting and internal control analysis and evaluation, as well as tax planning and compliance for corporate and individual accounts.
Garry is a member of the Rochester Area Chapter of the New York State Certified Public Accountant's where he served as chairperson of the Community Service Committee. He is also a member of The Small Business Council of the Rochester Business Alliance and The Executive Development Roundtable, a group of senior business executives.
Insurance Analysis:
KAFL, Inc.
1040 University Avenue
Rochester, NY 14607
Since 1991, KAFL, Inc. has built their agency by assisting financial service professionals like Colgan Capital. KAFL provides experience - over 70 year's worth and their street savvy knowledge helps assure clients receive quality coverage at competitive prices.
Business Retirement Plan Services:
Stewart R. Moscov, CLU, ChFC
Stewart has over 35 years of experience in building and managing retirement plans for business big and small. Between Stewart's reputation as one of the top employee benefit professionals in the area and Colgan Capital's committment to service we trust that you will find or 401k services to be nothing less than world-class.
Senior Care Management Services:
Jane Stets and Irene Calder
Call-Jane Senior Consulting
252 Alexander Street
Rochester, NY 14607
585-242-2030
If you are seeking senior care guidance for your loved one - call Jane! Jane is a Geriatric Care Consultant with over 25 years experience helping people navigate and negotiate the maze of hospital care, residential health care, geriatric medicine and retirement living. Her partner Irene Calder also has over 25 years of experience and is a registered nurse specializing in geriatric nursing and dementia care. They have sat on the Board of Directors for The Greater Rochester Area Partnership for the Elderly and the Caregivers Home Care Services. Due to their hard work and dedication the healthcare industry Call-Jane was a finalist for the New York State Corporate Achievement Award in Healthcare in 2003.
Estate Processing: Tangible Asset Liquidation:
 Paul A. Valvano, President
Metro Estate & Property Services
PO Box 90405
Rochester, NY 14609
585-679-0344
pvalvano@metroestateservices.com
When a household is left behind due to the owners death or departure for assisted living many chores need to be attended to. Perhaps one of the most difficult of such chores is the disposition of the tangible assets. Metro Estate & Property Services provides a full service coordination dedicated to liquidating assets in a timely manner and to maximizing their value. Their services include everything from selling personal valuables to preparing and selling the home and moving or donating leftover belongings. Free consultations are available. President, Paul A. Valvano is a life-long resident of the Rochester area; he spent over 30 years as a Vice President of Service for both Eastman Kodak Co. and Xerox.
Funeral planning:
 Nancy Anthony
Director of Advance Funeral Planning
Anthony Funeral & Cremation Chapels, Inc.
2305 Monroe Avenue
Rochester, NY 14618
(585)-244-0770
nancy@anthonychapels.com
A licensed funeral director for 27 years, Nancy's role is to help families with funeral planning in advance of need. She is available to discuss and answer questions regarding funeral options and the laws surrounding Medicaid funding. All discussions and subsequent meetings with Nancy result in no fees or obligation.
|
