The People Behind the Plan
Mirabito Financial Group is a full-service financial firm with over 90 years of combined experience delivering exceptional service to individuals, families, and small to medium-sized businesses. Headquartered in Fulton, NY, our firm is deeply rooted in the Central New York Community, with team members living in Fulton, East Syracuse, Hastings, and Baldwinsville.
Our team is committed to supporting you wherever life’s journey takes you. Beyond New York, we have team members licensed to offer securities in 26 states and insurance solutions in 19 states.
We understand that every client’s needs and goals are unique. That’s why we pride ourselves on developing customized strategies to help you achieve your financial objectives. By leveraging the collective experience within Mirabito Financial Group and the resources of our General Agency, Vision Financial Group, we provide clients with access to a broad spectrum of financial services and insurance solutions—tailored to guide you confidently toward your financial future.
David D. Mirabito, LUTCF®, CLU®, ChCF®, CFP®, MSFS, RICP®, WMCP®
Founder, President, and Financial Advisor
Michael Herholtz, LUTCF®
Financial Advisor, Life Insurance & Protection Specialist
Jason T. Shannon, CLU®
Financial Advisor
Tiffany Hoff CRPStm
Chief Operations Officer & Financial Advisor
Sherie Grasso
Service Specialist