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1 Fishers Road, Suite 180, Pittsford, NY 14534

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Who We Are

At Grover Financial Services, we understand that you've worked hard to build your wealth, and you want to make sure that it works hard for you.

We deliver the unvarnished truth to help you make informed decisions. As an investment fiduciary for our advisory clients and retirement specialist, we focus on guiding you toward a successful retirement.

Need to simplify your financial life? Call us to schedule a commitment-free conversation today.

 

Grover Financial Services

Jason Grover

Jason Grover, AIF®

Founder, Financial Planning Specialist

585-586-5505

585-586-2445

jason.grover@lpl.com

Jason Grover began his career as a Financial Advisor at a large brokerage firm in 2007, where he was part of a team that provided sophisticated investment management advice for individual investors and their families. In 2015, after...

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Theresa Moore

Theresa Moore

Administrative Assistant

585-586-5505

585-586-2445

theresa.moore@lpl.com

Theresa Moore began her administrative career in the travel industry as a travel agent for over 16 years. In 2001, she left the travel business to become an administrative assistant for a start-up, medical software company. As the...

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JoAnn Kuhman

JoAnn Kuhman

Administrative Assistant

585-586-5505

585-586-2445

joann.kuhman@lpl.com

JoAnn spent the majority of her career working as an Executive Assistant at Xerox supporting senior level vice presidents and corporate officers. She joined Grover Financial Services in August 2019.

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Pia Bugaleri

Pia Bugaleri

Administrative Assistant

585-586-5505

pia.bugaleri@lpl.com

Pia Bugaleri is a client-focused financial communications professional with more than 25 years of experience supporting global investment firms through clear, accurate, and compliance-minded messaging. She has partnered with...
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Consultants

Brendan O’Kelly

Brendan O’Kelly, CFP®

Financial Consultant

585-586-5505

585-586-2445

brendan.okelly@lpl.com

Brendan was born and educated in Dublin, Ireland, and moved to the U.S. with his wife for a “short-term” corporate assignment in 1984. The “short-term” assignment evolved into a longer exciting and...

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