Theresa M. Flemma CFP®

Theresa M. Flemma CFP<sup>®</sup>

Vice President

Phone: 315-738-4583
Email: tflemma@mgriffithinc.com

Theresa is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Vice President of M. Griffith Investment Services. She brings over 26 years of providing investment advice to individuals and businesses. Theresa believes that the foundation of a strong financial plan is to identify your needs, objectives and risk tolerance before making informed decisions together. She and her executive assistant, MaryAnn, treat their clients like family, and help them over every hurdle.

Theresa is Series 7, 63 & 65 registered, and holds her Life, Accident & Health license to offer insurance and annuities. She specializes in customized retirement & estate plans for individuals and businesses; investment analysis including mutual funds, individual stocks, bonds & annuities; and life, disability & long-term care planning. Theresa received her Bachelors Degree in Finance from Siena College and her Masters Degree in Management Science from SUNY IT. 

Theresa is a Mohawk Valley native, and loves spending time with her family and friends. Her passion for animals has kept her active in the local humane society. She looks forward to spending more time curling and skiing. Theresa firmly believes in giving back to the community and has served on many boards and participated in fundraising events. She is currently the Director of Registration for the American Heart Run & Walk.