Fiscal Advisors & Marketing, Inc. (FA) is the largest independent financial advisory firm in New York State with fifteen (15) full-time professional consultants each skilled in general obligation finance. FA has no affiliation with financial institutions. This enables FA to serve only in the best interest of the clients it represents, without any possible conflicts of interest. The FA professionals are members of the National Association of Independent Public Finance Advisors (NAIPFA), and are recognized as having met and passed codified professional standards and conduct in the public finance industry.

FA presently assists over 500 municipalities, school districts and public authorities through various financial services. Since its incorporation in 1967, FA has assisted in the issuance of approximated $45 billion of obligations and is consistently ranked as one of the top ten firms nationally.

FA maintains five offices across New York State. Our professionals are readily available from the various offices, to participate in work sessions, Public Hearings and Board Meetings on an as-needed basis. Our experienced professionals and back-up support team assure your financing will receive the utmost attention.

FA has fostered an excellent reputation with all aspects of the market both as a member of NAIPFA and from the number of clients we represent. FA brings a sense of security to the banking and underwriting community. There is a high degree of trust in our judgments and opinions by the rating agencies and municipal bond insurers. Bond counsels are eager to work with FA, knowing that the process will be streamlined for them.

FA provides its expertise and assistance to clients in many areas including: financial planning and budget forecasting, capital planning and financing, bond and note financing, impact analysis on taxpayers and users, feasibility studies, credit rating review and analysis, lease financings, refunding analysis, investment advise, purchasing consulting, accounting and internal auditing services.

Staff Biographies

• John Shehadi, CEO, CIPFA
• Mark Vislosky, President, CIPFA
• Jeanine Rodgers Caruso,
  Executive Vice President/Partner,
  CIPFA
• Mary Jo Bella, CIPFA
• Bonnie Browne
• Joe Butler, CIPFA
• Mark Colopy
• Judy Johnson, State Aid Advisor
• Christine Crowley, CIPFA
• Ben Maslona, CIPFA
• Christina Stasko
• Mike Visconti
• Natalie Janecek