Investing in You.
Five Star Investment Services (FSIS) was formed in 1999 to offer our customers experienced, individual investment advice in addition to traditional banking services.
Our deep experience allows us to employ a big-picture approach to financial planning. Whether you are investing for retirement, a child's education or a down payment on a new home, we spend time with you to get a complete financial view of where you are now, where you want to goand how to work towards getting there.
See how a Five Star Investment Services relationship can help you work towards achieving financial security.
Find your local Five Star Investment Services financial professional
Contact us directly to set up an appointment today.
|Ethan T. Spelman, Director of Wealth Management|
|(585) 786-4376 ETSpelman@five-starinvest.com|
Ethan joins Five Star Investment Services with approximately 20 years in the Financial Services Industry. During that time, he has held numerous positions in both bank and investment programs.
Ethan is a graduate of both Monroe Community College and Roberts Wesleyan College. He lives in Hilton with his wife Megan and two children, Emma and Landon.
|Dean J. Brockway|
|(607) 776-2287 DJBrockway@five-starinvest.com|
Dean has been a Wealth Advisor with Five Star Investment Services since 2001.
Dean earned his Bachelor of Science in Accounting at Alfred University. Dean currently resides in Bath, NY, with his wife Luise and has one grown son, Ryan. He is a life-long resident of the Southern Tier (Steuben County). Dean is Director of the Bath Country Club, and volunteers with Bath Hope for Youth, Wine Glass Marathon, Central Steuben Chamber of Commerce, Rotary Club (LPGA), Council on Addiction, United Way, and others.
Dean covers the Bath, Avoca, Hammondsport, Dundee, Hornell, and Naples Branches.
|David E. Dangler|
|(585) 723-5555 DEDangler@five-starinvest.com|
David is a Wealth Advisor for Five Star Investment Services covering the Rochester area. He has been in the financial services industry for approximately 30 years.
Dave was raised in Irondequoit, and currently lives in Penfield with his wife Karen, and two children, Tommy and Lilly.
Dave covers the Canandaigua, Victor, Henrietta, Honeoye Falls, Greece, and Chili Branches.
|David R. Eichenhofer, CFP®|
|(315) 787-3225 DREichenhofer@five-starinvest.com|
David has been a Certified Financial Planner since 2009 and a member of the Five Star Investment Services team as a Wealth Advisor since 2000.
David also holds a Bachelor of Arts in Business Administration from Roberts Wesleyan College. David lives in Penn Yan with his wife Shannon and two children, Emma and Rhys. David is on the Board of Directors of the Geneva Historical Society and the Finger Lakes Chapter of the Red Cross.
David covers the Penn Yan, Ovid, Geneva, Waterloo, and Auburn Branches.
|Stephen J. Fassel|
|(716) 431-6443 SJFassel@five-starinvest.com|
Stephen is a Wealth Advisor for Five Star Investment Services covering the Buffalo and Batavia markets. He has been in the Financial Services Industry since 2011.
Stephen earned his Bachelor of Arts in Economics from the University of Michigan at Ann Arbor. He currently resides in the Town of Lockport with his wife, Lindsay.Stephen covers our Amherst, Orchard park, East Aurora, Batavia East, Batavia West, Attica, Albion, Medina, LeRoy, Fountain Plaza, and Lakewood branches
|John E. Haugh, CFP®|
|(585) 243-1370 JEHaugh@five-starinvest.com|
55 North Main Street | Warsaw, NY 14569 | (877) 262-7700 | Fax (585) 786-2926
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Five Star Bank deposits and are not FDIC insured. These products are not obligations of Five Star Bank and are not endorsed, recommended or guaranteed by Five Star Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of New York State.