Manning & Napier provides a broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trust funds, as well as a variety of consultative services that complement our investment process. Founded in 1970, we offer a wide variety of U.S. and non-U.S. equity, fixed income, ETF-based, and multi-asset class strategies. We serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations, as well as third party Advisors. For many of these partners, our relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems. We are headquartered in Fairport, NY.

At Karpus Investment Management, we emphasize conservative, long-term investment management with the goal of preserving your capital to help you build wealth over time. We’ll work closely with you to determine your optimal asset allocation based on your age, tax bracket, risk tolerance, investment time horizon, need for income, and wealth-management goals.

Who We Are: JGUA is a Comprehensive Wealth Management firm that takes pride in bringing human connection, attention to detail, and trust to virtually every aspect of financial planning. What We Do: JGUA works proactively with clients to develop financial plans that are structured to meet their goals, whether those goals are in the short-term, long-term, or with the next generation in mind. How We Do It: JGUA Advisors work collaboratively across all service areas to provide clients with the highest levels of comprehensive guidance, in a highly personalized way. Our process starts with you. You’ll be paired with an Advisor who works diligently and with the utmost integrity to understand your unique goals, time horizon, current financial picture, and risk tolerance. The resulting plan reflects decades of our experience, and serves as a road map to help you make the right decisions about your financial future. From there, our investment management team leverages our research, trading, and portfolio management groups to provide both highly experienced and newer investors with personalized, active portfolio management based on real-world experience, analytics, and insights, not just automated algorithms. Backed by our team of financial planners, CPAs and other tax professionals, legal professionals, and support staff, we are uniquely qualified and equally passionate about helping clients and their families achieve their financial goals.

The Reagan Companies is one of the largest insurance and risk management firms located in upstate New York. We provide insurance, risk management, contract surety bond, and investment management services to people like you. Established in 1929, we're proud to be a third generation family business. Over the years, we've grown into a multi-faceted firm, with a range of products and solutions designed to fit your needs and budget. As an independent insurance agency, our goal is to assist you in all your insurance needs. We will help you manage and plan for all of your potential risks. As professionals, we assess your needs and offer you a variety of insurance products to choose from. We work hard to build a trusted relationship with our customers. We strive to make you feel both comfortable with and confident in our abilities by acting as your consultant. We want you to have the confidence in us that your parents may have had and that your children will have. We are an organization dedicated to our customers. We seek out the best companies that offer the approriate coverages at a fair price.

CORNELL POCHILY INVESTMENT ADVISORS, INC is an investment management company based out of 2415 N TRIPHAMMER RD, Ithaca, New York, United States.

We are a comprehensive financial services firm, dedicated to improve clients long-term financial success. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Adams and Associates, Inc. are not affiliated.

WILDSTAR PARTNERS LLC is a real estate company based out of 207 HIGH POINT DR, Victor, New York, United States.

PeerPlace provides data management software for the health and human services industry. Our “No Wrong Door” framework enables coordinated care planning across community-based agencies. Now you can connect community resources with consumer needs to foster continuity of care and maximize the delivery of community-based services. ON-DEMAND SOFTWARE AS A SERVICE (SAAS) With a cloud-based Software as a Service (SaaS) model, PeerPlace manages the entire lifecycle of care management services while helping maintain funding compliance. PeerPlace software solutions automate real life business processes and workflow that allows our customers to do what they do best...care for their consumers, clients and patients. Our software scales to meet the needs of statewide, regional and local system requirements. COLLABORATIVE DATA MANAGEMENT SOFTWARE PeerPlace data management software streamlines identification and tracking by providing one Master Client Record that can be securely shared electronically among all care professionals that provide services to that consumer. With one Master Client Record this can substantially reduce the unit cost of services delivered by eliminating redundant collection of information and reducing the time involved in generating numerous reports required by multiple funders.

LWV Advisors is an investment advisory firm, dedicated to serving the financial needs of wealthy families, affluent individuals and nonprofit institutions nationwide. Our firm provides a full-suite of sophisticated services including research, investment and wealth management, financial planning and consulting to high net-worth individuals, trusts, estates, private foundations and business entities. Recognized for experience in alternatives and have a reputation in the financial and investment community for our advice and expertise, we apply the discipline and rigor of our institutional business to all client segments and are accountable, transparent and continually re-underwrite each of our investments. We believe reputation in industry, experience, institutional client base and network gives LVW unique access to investment ideas. Our open-source approach allows our team to leverage insight and research from providers with subject matter and asset class expertise. With our focus on you and your investments, we support individual families and institutions with sophisticated strategies in the areas of outsourced CFO and tax services, investment banking and lending, and estate planning and risk management, all done with our client’s interests above all else.

Burns Matteson Capital Management is a financial planning and wealth management company located in Corning, NY.

We can all use someone to lean on. Having support when you need it brings a sense of confidence to decision-making. At Kickstand, our mission is to bring clarity, perspective, and direction to your financial life. Kickstand Wealth Advisors (“Kickstand”) is a Registered Investment Adviser. SEC Registration does not constitute an endorsement of Kickstand by the SEC, nor does it indicate that Kickstand has attained a particular level of skill or ability. Advisory services are only offered to clients or prospective clients where Kickstand and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Kickstand unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users While we appreciate your comments and feedback, please be aware that testimony from current or former clients is subject to specific rules with which we must comply. Therefore, we may or may not be able to host your comments on this site. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment management to affluent families for more than 25 years. We meticulously coordinate and manage all aspects of our clients’ wealth, retirement, and financial security, working closely as a team with their other trusted advisers to offer straightforward solutions. Our ultimate goal is to build lifetime relationships with our clients by helping to simplify, organize, and instill confidence in their often-complex financial lives. Heritage has grown from a sole practitioner to a well-established firm of 40 employees managing approximately $2 billion in client assets nationwide. The continued growth and success of Heritage Financial through referrals from valued clients, trusted associates, and strategic alliances is testament to our commitment to fostering strong relationships. At Heritage, we appreciate your interest in our firm, and invite you to follow us on LinkedIn. Although our clients may follow this account, this should not be interpreted as a testimonial regarding any client’s experience with or endorsement of our firm.