Strategic Financial Services was founded in 1979 under the premise that investors are entitled to the highest level of service possible in the management of their finances. We have grown to a team of thirty-five professionals managing and advising clients on assets of over $1.6 billion. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans. With headquarters in Utica, NY, we have additional offices in Syracuse, NY and West Palm Beach, FL. The Strategic team has been recognized by Barron's magazine as one of the nation's Top 100 Financial Advisors three times (2004, 2005, 2006) and as one of the nation's Top 100 Independent Financial Advisors three times: (2007, 2008, 2009).

Adirondack Financial Services is a full-service wealth management and employee benefits firm with a focus on customized solutions for individuals, families, and organizations.

• Conducted fundamental analysis of individual securities and emerging sectors to assist with portfolio management.• Reviewed and revised existing alternative investments materials for accredited investors.• Alternative investments project included developing supplemental information in high detail for clients.• Completed cybersecurity project which included presenting research and analysis at a firm investment committee meeting. Presentation included recommendations on security selection.• Facilitated customer relations by interacting with clients and meeting their expectations in a timely manner.

Welcome to the Rockbridge Investment Management's LinkedIn page. Rockbridge Investment is a group of like-minded professionals working with a select group of clients with whom we can have a significant impact. Everything we do is focused on building and preserving wealth for our clients. We help remove complexity so clients can focus on the simple but difficult process of successful investing. If you're looking for the official source of information about Rockbridge Investment Management, please visit our homepage at http://www.rockbridgeinvest.com/

Brakeley Briscoe a full-service, nonprofit consulting company meets clients where they are and helps them solve their current and future needs. Our consultants combine hundreds of years of experience as consultants, chief development officers, and nonprofit executives. We have been there, experienced, and solved the issues that our clients face on a day-to-day basis. However, we do not impose solutions or methodologies on clients. Rather, we listen to their concerns, and work with them first to plan what they need and then to carry out that plan. From experience as fundraisers and chief development officers; nonprofit managers and CEOs; nonprofit board members and board chairs; capital campaign volunteers and chairs; and software developers and trainers, our consultants bring knowledge of every aspect of fundraising and nonprofit management.Our mission is to provide high quality, client specific, fundraising management and consulting services to not-for-profits institutions and organizations, large and small, in the furtherance of their philanthropic missions; to offer opprtunities for professional growth and satisfying careers to our employees; and to generate a profit sufficient to reward ourselves appropriately and to assure corporate growth.

Basketball’s point guard is one of the most recognizable positions in all of sports. The point guard leads the team on the court, recognizing when a play is not working and guides the team in running a new play to adjust to changing conditions. Point Guard was founded to bring together many companies and professionals servicing all aspects of personal and business financial services and to guide our clients to success. We offer our clients access to elite advisors through our nationwide network. The founding members of Point Guard are experienced in helping individuals and businesses to achieve their financial goals. Wealth-Rx is a diversified insurance and investment firm specializing in serving high net worth individuals and businesses. Ashe & Klinetop CPAs are experts in business valuations and complex tax strategies for businesses and individuals. Point Guard was founded to unite these and other professional firms to provide you elite personal and corporate insurance and financial services.