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EFP Group includes Eldredge, Fox & Porretti, LLP; EFP Wealth Advisors, LLC; and StoneBridge Business Partners.
Eldredge, Fox & Porretti, LLP—this firm of Certified Public Accountants and Business Consultants, founded in 1979, was the first EFP Group Company. The firm has 75 employees, including 13 partners and 35 CPAs, and maintains offices in Canandaigua, Corning, Elmira and Rochester.
StoneBridge Business Partners—formed in 1994 to offer specialized internal and contract auditing services throughout the United States.
EFP Wealth Advisors, LLC—founded in 2002 to offer investment, insurance and employee benefit advisory services.
EFP Group is grounded in honesty and integrity, first and always. Our clients have learned over the years that we keep our promises.
What counts to us? Our people, the processes and technologies we use to serve you, our commitment to our community.
Our people—creative, experienced, solid
- Highly credentialed partners and professionals—CPAs, certified valuators, appraisers, financial services consultants, fraud examiners, specialty auditors
- Committed to ongoing professional education
- Passionate about finding innovative solutions
- Affiliations with key professional organizations such as CPAmerica and Financial Consulting Group
- Valued by EFP Group—professional security that gives them the freedom to handle your account with confidence
Learn more about a career at EFP Group
Our processes—anticipate and meet your needs
- Designed to let you get back to what matters to you—quickly
- Engagement partner exercises continuous oversight on your account
- Your team stays with you—no reinventing your wheel
- Financial data presented clearly and with all ramifications explained
Our technology—efficiency and speed
- At the forefront of our industry in using technology to serve clients
- Paperless office—your files accessible anytime, from anywhere (no more waiting while we ‘pull your file’)
- Automated key processes—professionals think and collaborate, not fill out forms, on your behalf
Our community—we believe in it
- Committed to our Upstate New York region’s success
- Offer financial assistance to charitable and community organizations through our Community Partners Program
- Our team members volunteer with many charitable organizations
that serve our community, including:
- Adopt-A-Highway
- American Cancer Society
- Boy Scouts of America – Otetiana & Finger
Lakes Councils
- Canandaigua Chamber of Commerce
- Genesee Valley Foundation
- Geneseo College—Jones School of Business
- Geneva Kiwanis Community Fund
- Kiwanis Club of Canandaigua
- Lakeside Hospital Foundation
- Literacy Volunteers of Rochester
- Mercy Flight
- Ontario County Historical Society
- Rochester Area Community Foundation
- Rochester Women’s Network
- Special Olympics of Monroe County
- Thompson Health Systems
- The Landmark Society of WNY
- Thompson Health Systems
- United Way
Our promise—to keep your dream in sight
When we look at you, we don’t see a 1040 or an annual audit or a tax plan. We see a complete person, with hopes, worries, expectations and dreams.
We see the potential for a partnership that can further your dreams, and enrich the value of your career, your business, your life.
We look forward to beginning that partnership. Please contact us.
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