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 go—and 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.
|Peter W. Ahrens|
|(585) 786-4376 • PWAhrens@five-starinvest.com|
Peter became President/Firm Principal of Five Star Investment Services in 2011. After earning a Bachelor of Arts degree in Communications from Canisius College, he began his career and spent seven years at American Express Financial Advisors in Buffalo. While there, he achieved the distinction of joining the Advanced Advisor Group, a title given to the top 10% of American Express’ Advisors. After American Express, Peter joined Marine Midland Bank (HSBC), where he formed an elite group of financial planners that served the bank’s high net worth clients. He later joined HSBC Securities (USA) Inc. as Head of North American Financial Planning for the US and Canadian securities companies. He had responsibility for the sales process and tools employed by the 3,000 financial advisors and licensed bank employees across US and Canada.
|John E. Haugh, CFP®|
|(585) 243-1370 • JEHaugh@five-starinvest.com|
A Certified Financial Planner since 2006, John has also been an Investment Consultant/Financial Advisor for Five Star Investment Services and an Investment Representative for Wyoming County Bank since 2000. He currently holds Series 7 (General Securities Representative) and 63 (Uniform Securities Agent State Law Exam) licenses. John earned his Bachelor of Science in Marketing from SUNY Oswego. He chose this profession to help others plan for their future.
John was originally from Connecticut and now resides in Livonia, NY. He is a Paul Harris Fellow, Rotarian of the Year 2004, a Board Member and Finance Committee Member of the Livingston/Wyoming ARC, a Board Member of Livonia Rotary, Treasurer of Livonia Rotary, volunteer varsity football coach of Victor High School, and a Board Member of the Myers Foundation. He enjoys golf and is a 22-year season-ticket holder of the Buffalo Bills.
|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 an Investment Consultant/Financial Advisor since 2000. David also holds a Bachelor of Arts in Business Administration from Roberts Wesleyan College. He chose this profession because he loves the markets and enjoys making clients more successful.
|Dean J. Brockway|
|(607) 776-2287 • DJBrockway@five-starinvest.com|
Dean has been an Investment Consultant/Registered Principal/Financial Advisor with Five Star Investment Services since 2001. He currently holds Series 7 (General Securities Representative), 24 (General Securities Principal), 53 (Municipal Securities Principal), 63 (Uniform Securities Agent State Law Exam), and 66 (NASAA-Uniform Combined State Law Exam) licenses. Dean earned his Bachelor of Science in Accounting at Alfred University. He chose this profession because it gives him the opportunity to help others grow and protect the wealth they need to achieve the most important financial goals of their lives.
|David Reynolds, CFP®|
|(585) 723-5555 • DMReynolds@five-starinvest.com|
After graduating in 2001 from St. John Fisher College in Rochester, NY, with a B.S. in Business Administration, David was a Financial Advisor with Morgan Stanley Smith Barney until March 2012. Since then, he has been an Investment Consultant/Financial Advisor with Five Star Investment Services. David has been a Certified Financial Planner since 2006. He chose this profession because he wanted to help people, and his concentration in college was personal financial planning. Becoming a financial advisor allowed him to combine his love of finance with helping people achieve their financial goals and dreams.
|(585) 345-1480 Ext 7050 • AJPullinzi@five-starinvest.com|
Tony has 22 years of experience and planning in the Financial Industry. He is a former small business owner in Batavia for nearly 10 years in addition to his family owning and operating businesses in the area since the 1950’s. Prior to joining Five Star Investment Services, Tony served as a Planning Coordinator aiding clients with Insurance, Long Term Care, Estate planning, and Medicaid Resource Solutions for building on their net worth. As a Regional Insurance Coordinator, he was responsible for training, monitoring, and the sales growth of a licensed platform staff across New York State. In addition to his numerous accomplishments, Tony was a Financial Advisor with HSBC.
|(585) 786-4324 • GADavis@five-starinvest.com|
Gordon received his Bachelor of Arts in Psychology, Music, from Houghton College in Houghton, NY, in 1972. He has been a Financial Consultant/Financial Advisor with Five Star Investment Services since 2006. Before that, he worked with Prudential Insurance Company of America, New England Financial, and M&T Securities. Gordon currently holds the Series 6 (Investment Company and Variable Contracts Products Representative), 63 (Uniform Securities Agent State Law Exam), 7 (General Securities Representative), 66 (Uniform Securities Agent State Law Exam), and property and casualty licenses. He has received the Life Underwriter Training Council Fellow (LUTCF) designation, an advanced life insurance sales designation. Gordon chose this profession 27 years ago to use his teaching and people skills to help people improve their financial futures and insurance protection.
Gordon was born in Fillmore, NY, and currently lives in rural Castile, NY, with his wife of 39 years, Jill. They have two daughters, Elizabeth and Karin, and two grandchildren. Gordon is the proud owner of a pet miniature schnauzer, a Canadian champion dog. He volunteers on many church boards, is active in the music program at his church, and is a member of the Castile Community Club. His family has been involved in show horses for over 20 years. Gordon was formerly a professional musician and occasionally plays keyboards in a classic rock band for fun.
Mark has been an Investment Consultant/Financial Advisor with Five Star Investment Services since May of 2007. He currently holds a Series 6 (Investment Company and Variable Contracts Products Representative),a Series 7 (General Securities Representative) and a Series 63 (Uniform Securities Agent State Law Exam), along with a Life and Health Insurance Licenses. Prior to joining Five Star Mark worked for MetLife Financial where he helped clients with Insurance, Long Term Care and Estate Planning needs. He choose this profession because he wanted to help people accumulate and protect their wealth against the unexpected, along with allowing them to live out their retirement years as comfortably possible. In Mark’s off time he enjoys skiing, snowboarding and playing golf.
(607) 481-8524 • DJMiller@five-starinvest.com
A Financial Advisor with Five Star Investment Services, Don has been involved in Banking and Finance in the Chemung County area since 1993, including previously serving as a Financial Advisor with Morgan Stanley. Don holds his Series 7 (General Securities Representative), 66 (NASAA-Uniform Combined State Law Exam) and 31 (Futures Managed Funds) licenses. Don earned his Bachelor of Arts in Economics from SUNY Albany. He chose this profession in order to help clients and customers of the Bank achieve their financial goals and dreams, while protecting the wealth that they have accumulated.
Born in Horseheads, NY, Don currently lives in Horseheads with his son, Charlie. He is on the Board of Directors of The Horseheads Library Foundation, and was previously the President of Chemung County Habitat for Humanity and also a Loaned Executive for The United Way. Don enjoys playing and watching baseball with his son.
55 North Main Street | Warsaw, NY 14569 | (585) 786-5555 | 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.