Our Qualifications

 We have been working with individuals and businesses in the area for over 20 years.  We are dedicated to developing lasting relationships with all our clients.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

 We’re looking forward to using our knowledge and experience to help you pursue your financial goals and objectives. 

Scott R. Onofry, CFP®, CKA®, MPAS®

  • Joined Onofry Financial Services full-time in January 2004
  • CERTIFIED FINANCIAL PLANNER™ since 2008
  • Master Planner Advanced StudiesSM since 2014
  • Certified Kingdom Advisor since 2021
  • Master of Science degree in Personal Financial Planning (College for Financial Planning)
  • Bachelor of Science degree in Business Administration (Northeastern University)
  • Securities licensed in CA, CT, FL, GA, IN, ME, NC, NH, NJ, NY, PA, SC, TX, and VA
  • Insurance licensed for life, health, and annuities in NY, NJ, & PA
  • Certified agent for New York State Partnership for Long-Term Care Insurance

Please see the individual page for Scott Onofry for more detailed information.