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Your unique life is our guided approach 

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Plan. Monitor. Grow. 


Forward Thinking

Based on your values, needs and dreams we help you design your future. We work together with our clients, providing them with the necessary tools to succeed.


Modern Tools

We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.


Clear Vision & Direction

We specialize in providing wealth advisory, investment services and financial planning for clients seeking financial freedom and security.

Integrated Wealth Management to Help Connect the Dots.

We are grateful for our independence from corporate influence.  We offer no propriety products, so you can be assured that your best interest is our focus.

Our advisers average more than 30 years of professional experience.

Our hope for every one of our clients is that after each meeting, you’ll feel more confident and rest assured that your money is here to be an engine of opportunity.

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Daniel Blondell

Founder, Wealth Management Advisor
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Dblondell@americanportfolios.com


Dan has been helping people reach their financial goals for over 30 years. His objective is to make the financial planning process easy to understand and put clients at ease. He helps people plan for their life goals, gives advice on how to reach them and direction along the way. No question or detail is unimportant. "Each client deserves honest, objective, unbiased advice and great service. New clients arrive by referral from existing clients because of this. If you take care of clients, they will take care of you," Dan says. 

At the core of his personality is faith, family, character, honesty and friendship. These values stem from his family and growing up in a small town. He was raised to treat everyone with respect, to be honest and to say sorry when he's wrong. Dan believes in hard work and taking his time to do everything right the first time, but he knows that mistakes happen, so he owns them, learns from them and fixes them. To Dan, character and reputation are important, but he also knows it's earned. He is a graduate of SUNY Brockport with a BS degree in Finance. He is the founding owner and President of Finger Lakes Investments Corporation. 


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Jeff Vogt CFP®

Wealth Management Advisor
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JVOGT@AMERICANPORTFOLIOS.COM

Jeff started working with his father in the financial services industry in 1982. He graduated from the University of Buffalo in 1983 with a degree in Economics.  He became fully licensed and became a Certified Financial PlannerTM in 1984.

 Jeff specializes in working with individuals and families by helping them with investment, insurance, retirement and college funding planning.  

Over the years he has volunteered for the East Rochester PTA, Rochester Habitat for Humanity and Blessed Sacrament Supper Program.  He was a former Board Member of the Franciscan Foundation out of Louisville, KY.  He resides in Pittsford, NY with his wife, who is also his assistant for his practice.  He adores and dotes over his 3 grandchildren.

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William Cooper

Wealth Management Advisor
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wcooper@americanportfolios.com


Bill graduated from the University of Rochester in 1982 with a degree in Political Science. From there, he went on to earn his FINRA Series 7,63,24 licenses. He also maintains his NYS Life, Accident, and Health licenses. Bill has been in the industry for 38 years now and values the impact he can make on people's financial journey. 

Bill was raised here in Rochester, NY and now resides in Honeoye Falls. When he isn't working with clients, he enjoys reading, golf, family, swimming, good food, movies, and working with various charities. 

Jake Blondell Photo

Jake Blondell

Wealth Management Advisor
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jblondell@americanportfolios.com


Before joining Finger Lakes Investments, Jake graduated from Coastal Carolina's AACSB accredited Wall College of Business with a BS degree in Finance while focusing on a concentration in Wealth Management. Jake holds his Series 7 and 66 FINRA licenses as well as a NYS Life Accident & Health Agent license.

After several years of experience in the investment world, he was interested in joining a practice that was more in-line with his values and beliefs. Jake says, "Joining my father's practice has been a lifelong dream of mine, seeing him help people reach their financial goals has been so impactful and drives me to help in the same way for many years to come".

In his free time, Jake enjoys golfing, and spending as much time at the lake as possible with friends and family. 



Daniel J. Aspenleiter CFP® Photo

Daniel J. Aspenleiter CFP®

Wealth Management Advisor
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DASPENLEITER@AMERICANPORTFOLIOS.COM

Dan has been helping families, small business owners and high net worth clients make smart financial decisions since 1995.

He began his career in the banking industry and achieved his CERTIFIED FINANCIAL PLANNER™ designation in 2008.  Among his achievements, Dan was responsible for creating and managing the Investment Services Subsidiary at Fairport Savings Bank. He also served as a Personal Banker at Canandaigua National Bank & Trust and was the Director of Financial Planning at a local Wealth Management firm.  

Dan believes that trust is earned. He takes the time to listen and understand what is important to his clients. He develops and implements principled financial planning strategies that compliment a comprehensive approach to wealth management.  Dan specializes in retirement income and next generation beneficiary planning.  

Dan is the youngest of 7 siblings and has several nieces and nephews.  He lives in Webster NY with his wife Heather, stepdaughter Kierstin and their English Bulldog, Bella! Dan enjoys spending time with family, cooking, golfing, traveling, and spending time outdoors.   

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Michelle Blondell

Director of Operations
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mblondell@americanportfolios.com


Michelle has been working in her husband Dan's office for many years. In the beginning, she helped part-time while raising their two children, Jake and Jessica.  Now she is in the office everyday and has more interaction with clients.  She answers the main office phone and is the clients' first point-of-contact for any issues, questions or concerns they may have. If clients need to set up an appointment, change their account information or have general questions, Michelle can help. 

If she doesn't answer the phone, that means she's outside. In her time off, Michelle loves kayaking, boating, walking and gardening.


Carlton Jackson  Photo

Carlton Jackson

Wealth Management Advisor
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Carlton attended Mount Wachusett Community College and Nicholas College. He has been helping families achieve their short and long-term financial goals for 33 years now. He takes pride in each client interaction, and loves helping individuals, businesses and families through their financial journey. 

Carlton raised his family in the Canandaigua, NY area. He has been an active member in his Church, enjoys spending time with his family (especially his grandchildren), his golden retriever, golfing, and outdoor sports and activities.


Benefits of Working With Us


Independence from Corporate Influence 

Finger Lakes Investments offers no propriety products; so you can be assured that your best interest is our focus and fiduciary responsibility. 

We strive to exceed your expectations every day.

While our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.

Merriam-Webster's definition of the word "client" : 'a person under the protection of another'

Life Changes.  Markets Fluctuate. 

We'll Help You Stay The Course.

As a fiduciary firm, providing you with the knowledge and resources you need to be successful is what we do best. We want to make sure the solutions we create are easy-to-understand so you can apply our insights throughout your day-to-day life.

We are firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction. When it comes to financial planning, you can only be so proactive. However, by putting strategic measures into place, you’re able to overcome any issues and obstacles with ease and confidence. Explore the different scenarios you might find yourself in — and the solutions we would recommend.

Situation

Solution

You need some hands-on guidance on which investment strategies are right for you.Investment Management
Accomplish your short- and long-term objectives with an investment portfolio tailored according to your unique risk profile.

You’re in the middle of your career, just started a family and have assets all over the place that need some organization. 
Retirement Planning
Social Security, pension, stocks and more. We’ll identify all potential sources of income so you can look forward to your life past.






When you work with us, we will:


Identify Your Short- and Long-Term Objectives
As these objectives change, we’ll strategically adjust our approach according to the current state of the market so you continue to generate returns.

Determine Your Optimal Risk Tolerance
Through a series of questions, we’ll pinpoint the amount of risk needed for you to achieve your goals and remain confident in our services.

Follow a Timeline That’s Right For You
After outlining your objectives, we’ll design a strategy that aligns with your optimal timeline for achieving your returns.




You might be wondering when you can retire or how much in income and assets you may need. We are experienced with various retirement plans and available solutions such as 401(k), 403(b), IRA, Roth IRA, 457 Plan or Deferred Comp plan. We can also help you understand your employer pension plan options better.

No matter where you are on the road to retirement, we’re dedicated to helping you protect and preserve the assets you’ve worked hard to accumulate. Whether you’re five years out, 20 years out or retirement is just around the corner, we’ll work together to develop a retirement income plan that addresses and helps prepare you for your future retirement needs, goals and dreams.




You might be able to save on taxes by:


Restructuring your investment portfolio to produce a higher after-tax return

Shifting income to dependents in a lower tax bracket

Maximizing qualified plan and IRA contributions



Would you worry less if you had more money to save toward your goals? Discover how much more money you could be keeping for yourself and your future. 


Peace of mind and protection for those who matter most 




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Take advantage of techniques to help save for and defray higher education costs


529 Plans

  • 529 plans are tax-advantaged accounts that can be used to cover educational expenses from kindergarten through graduate school.
  • 529 plans are run by the states, and their rules differ

UTMA/UGMA Account

  • You can move money from an existing UTMA or UGMA account into a special 529 college savings plan.
  • The major advantage is that you may be eligible for more financial aid



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Getting Started is Easy

Please feel free to contact us with any financial questions, concerns, comments or to schedule an appointment to meet with one of our skilled financial experts.

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?