Meet Chelsea

About Chelsea

Chelsea Maderer is a Financial, Investment and Tax adviser that graduated from SUNY Fredonia with a degree in Finance and Economics in 2014. She worked for ADP as a payroll, benefits and small business consultant after college developing her own territory in the Southern Tier of WNY.

She completed her NASAA – Uniform Investment Adviser Law Examination in 2016 and has been actively managing and researching her own investments since 2008 when she was in high school.

She played collegiate lacrosse for SUNY Fredonia, was a team captain and helped her team to the sweet 16 round of the NCAA National Tournament.

She is a member of the Larkin Leaders Toastmaster club.  She enjoys hiking, running, tennis, disc-golf, and yoga. She has a dog named Harlee who enjoys running and walking along with her.  She has 4 siblings, one of them is her twin sister. She loves family get-togethers and sharing time with her grandparents.

She is adding fresh insight and new technology, and is a great asset to the customer service and marketing aspects of the company.

Services Offered

Retirement Planning

Hire me to help clarify your retirement needs and establish realistic goals that you can achieve.

Estate Planning

Hire me to help clarify your estate needs and map out the directives that you want your family to follow.

Business Planning

Hire me to help simplify and streamline your business so it works harder for you and your family.

Life Event Planning

Hire me to offer objective solutions when life disrupts your balance and you need to clairfy your direction.

Interested in learning more? Contact us today!