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Greg Mattacola, Esq., CFP®

Senior Advisor

Advisor Team

Enthusiastic, practical and persistent. Greg brings 20+ years of legal expertise. Experienced problem solver for his clients and colleagues.

Background

As a Financial Advisor, Greg utilizes his 20 plus years experience in law to problem solve and plan for his clients. He works with individuals and businesses alike to develop and to coordinate optimal investment, estate and financial planning strategies.

Greg has an impressive professional background in which he has provided invaluable leadership and counsel to families, businesses and institutions across New York State. He was the founder of The Mattacola Law Firm, Vice-President/In-house Counsel to Rome Memorial Hospital, and Counsel to Hancock Estabrook, LLP.

Mattacola received a Bachelor of Arts degree, cum laude, from St. Bonaventure University in 1994 with a Dual Major in English and Political Science before receiving his Juris Doctor degree, cum laude, from the State University of New York at Buffalo School of Law in 1998. Mattacola was the winner of the 2006 Accent on Excellence Award and the 2004 Mohawk Valley 40 under 40 award, recognizing his business accomplishments and contributions to the community. He has been a multiple time author and featured speaker regarding a variety of legal and financial topics.

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Juris Doctor, State University of New York at Buffalo, School of Law
  • BA, Dual Major English/Political Science, St. Bonaventure University
  • Member, New York State Bar Association, Oneida County Bar Association

Community Service

Present

  • Board Member, Center for Leadership Excellence
  • Board Member, Past Chairman and 1st Vice President, Rome Area Chamber of Commerce
  • Board Member and Vice-Commodore, Lake Delta Yacht Club

Past

  • President, Rome Memorial Hospital Foundation
  • Past President, Rome Rotary Club
  • Five Year Rider, The Ride for Missing Children
  • Board Member/ Secretary, Abraham House
  • Board Member, Friends of the ARC Foundation

Areas of Specialty

  • Client Relationship Management

    Client Relationship Management

  • Financial & Estate Planning

    Financial & Estate Planning

Beneath the Surface

  • Claim to Fame

    Greg has run and completed five marathons and six ultra marathons including running the Grand Canyon rim to rim to rim.

  • Enjoys…

    Running, snowboarding/skiing and being outside.

  • Family

    Greg lives with his two sons and wife Sarah in Lee, NY along with two dogs who run the show.

Remember, in the end, nobody wins unless everybody wins

Bruce Springsteen

Articles by Greg