Steve Ashe, ChFC

Steve Ashe, ChFC

Managing Partner

Steve graduated from Cortland State University in 1994 with a Bachelor of Science degree in Business Administration and a Minor in Computer Applications. Steve has been actively working in the business community for 18 years. He started his career consulting for small businesses and start up business owners on their internal operating structures. As his consulting career continued to expand he narrowed his concentration and began to deal more directly with company benefits. In 2000, Steve joined the Rochester branch of Equitable Advisors and then Cypress Financial Consultants, LLC upon formation were his primary focus is dealing with closely held corporations and their benefits. Steve’s consultative sales approach and Cypress Financial Consultants, LLC’s vast network of resources allows Steve to discover strategies to each unique business situation he encounters. Steve enjoys skiing, golfing, hunting, fishing. Born and raised in Upstate New York, Steve moved to Rochester in 1999. Together with his wife Amy and their two children Emily and Kyle, Steve resides in Fairport, New York.

A Promise To Our Clients: "We promise to carefully listen to your concerns, needs, and expectations. We will search the financial universe for the tools best suited to help you work toward your financial future. Our promise is unconditional and backed by our commitment to do everything in our power to sustain your loyalty".


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 585.475.8480
Fax 585.292.1569