About Us

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Jerod Macko

Jerod Macko

    • Managing Director
    • Fundamental Choice Portfolio Manager
    Jerod Macko is the Founder and Managing Director at Macko Financial Group. He built Macko Financial to give his clients a practice that is best suited to both their wants and needs. As a Fundamental Choice Portfolio Manager, he draws on his expertise to offer solutions in retirement planning, asset allocation, and wealth preservation.

    Jerod started his career at Wells Fargo Advisors before pioneering Macko Financial to create better opportunities for the generations to come. His goal is to enable his clients to reach financial independence through a disciplined planning process. He earned a Bachelors of Business Administration with a concentration in Financial Analysis from the University of Buffalo.

    A native of Marcellus, NY, Jerod and wife Bridget now raise their family there. On the weekends, you’ll either find him on the golf course or in the hunting blind!
    Bridget Macko

    Bridget Macko

      • Operations Manager
      As Operations Manager at Macko Financial Group, Bridget Macko plays a critical role in the overall success of the practice by developing a deeper, more meaningful connection with their clients while ensuring their needs are being met with satisfaction.

      A native of Central Square, NY, Bridget studied for her Bachelors in Business Administration from SUNY Oswego. She went on to earn her Masters in Sports Management from SUNY Cortland.

      Bridget and her husband are currently raising their family in his native Marcellus, NY. Outside of the office, you’ll find her puttering around the garden, enjoying a good book, or spending time with her family.