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Showing 1 - 11 of 11 results
TRUBEE, COLLINS & CO., INC.
TRUBEE, COLLINS & CO., INC.
Cheektowaga, New York
1-24 employees
Trubee Wealth Advisors is an investment management and financial services company. We are located at 600 Airborne Parkway , Suite 120, Buffalo, NY 14225.
Retirement Benefits Rank
Market Competitive
SANDERSON WEALTH MANAGEMENT, LLC
SANDERSON WEALTH MANAGEMENT, LLC
Buffalo, New York
25-49 employees
Since 2001, Sanderson Wealth Management has provided comprehensive financial services exclusively to high-net-worth individuals and families. Our integrated, individualized approach not only adds value in the financial sense, but enables you to reach a higher level of achievement and personal satisfaction. Sanderson is an independent SEC Registered Investment Advisor (RIA) with a fiduciary standard of care – which means we put your interests first at all times. Our experienced, multidisciplinary team holds credentials that well exceed industry standards, including Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA®), Accredited Investment Fiduciary® (AIF®), and Certified Public Accountant (CPA). From our headquarters in Buffalo, New York, we work with clients around the country. Schedule a consultation to learn more about our approach to wealth management and how we can help you Envision Greater.
Retirement Benefits Rank
Market Laggard
SCP MANAGEMENT, LLC
SCP MANAGEMENT, LLC
Buffalo, New York
1-24 employees
EC Management is a leading model agency launched by industry expert, Ewa Chmiela. We provide the highest standard of representation for talent. As a professional modelling agency, EC Management is proud of the thoughtful planning of each model’s career. We maximize model’s long-term potential, considering their particular strengths and investing in their careers. The agency continues to grow through relentless search for new faces, cooperation with the best and reputable model agencies on all fashion markets and genuine care for the models we represent.
Retirement Benefits Rank
Market Competitive
SANDHILL INVESTMENT MANAGEMENT
SANDHILL INVESTMENT MANAGEMENT
Buffalo, New York
25-49 employees
Established in 2004 and headquartered in Buffalo, N.Y., Sandhill Investment Management is an investment firm with oversight of over $1.9 billion in assets under management and advisement as of March 31, 2023. We are committed to delivering an unmatched investment experience for private clients, foundations, corporations, and other institutions. At Sandhill, our passion for research and disciplined approach to risk management has been the backbone of our success. By identifying companies with competitive structural advantages and hidden earnings power not yet recognized by the market, we have developed a knack for outperforming industry benchmarks. As long-term fiduciary investors, we have your best interest at heart. Sandhill’s goals are firmly aligned with those of our clients. Our firm is 100% employee-owned—meaning that your success is our success. To learn more about the Sandhill difference, visit www.sandhill-im.com.
Retirement Benefits Rank
Below Market
LEGEND WEALTH MANAGEMENT, LLC
LEGEND WEALTH MANAGEMENT, LLC
Amherest, New York
1-24 employees
Our local advisors can help make sure you are on track. For over 50 years, our advisors have been helping investors plan for their financial goals and the retirement they want. The Legend Group is a local, independent, full-service investment planning firm offering a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments through Lincoln Investment. When you partner with Legend, you receive professional and personal service. Since we are an independent financial planning firm, we work for you, the client, and hold this relationship in the highest regard. See how our advisors in Amherst, Buffalo, Clarence, Niagara Falls, Orchard Park, Williamsville, Jamestown and Rochester can help you evaluate your current investments and craft a plan to fit your unique needs. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC, www.lincolninvestment.com. Tax or legal services are not offered through, nor supervised by Lincoln Investment or Capital Analysts.
Retirement Benefits Rank
Top Benefits
BEUTE & BLILEY, INC.
BEUTE & BLILEY, INC.
Erie, Pennsylvania
1-24 employees
BEUTE & BLILEY, INC is an investment banking company based out of 3901 BELL ST, Erie, Pennsylvania, United States.
Retirement Benefits Rank
Market Laggard
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SILVER GROVE FINANCIAL GROUP, INC.
SILVER GROVE FINANCIAL GROUP, INC.
Orchard Park, New York
1-24 employees
At Silver Grove Financial, we believe in community-focused, education-first financial wellness. Just as a grove of trees grows by developing a strong root system and supporting one another, our local community grows by supporting one another's financial wellness. For Silver Grove, this means hyper-local finance education, regular charitable giving, and accessible options for wealth management. Our mission is to help clients from all walks of life, whether you have significant assets to manage or are just beginning to accumulate wealth. Plant your seed with Silver Grove today and watch it grow for years to come.
Retirement Benefits Rank
Top Benefits
JEFF WINTON ASSOCIATES
JEFF WINTON ASSOCIATES
Mayville, New York
1-24 employees
Jeff Winton Associates is a full-service team of seasoned and proven corporate affairs and communications strategists with extensive global experience in highly diverse industries.
Retirement Benefits Rank
Market Competitive
ENVOY INTERNATIONAL
ENVOY INTERNATIONAL
Niagara Falls, New York
1-24 employees
Provide office support through communication with clients, booking and organizing travel plans, and streamlining office processes to improve efficiency.
Retirement Benefits Rank
Market Competitive
SPECTRUM WEALTH MANAGEMENT
SPECTRUM WEALTH MANAGEMENT
Amherst, New York
1-24 employees
Spectrum Wealth Management is an independent, fee-based wealth management firm dedicated to providing comprehensive wealth management and family office services to high-net-worth individuals and families. We serve as a fiduciary to our clients and do not sell any products, nor do we receive commissions. Our clients benefit from one transparent fee. What makes Spectrum unique? Our multidisciplinary team's expertise in finding solutions to complex financial issues and connecting your wealth to purpose. Simply put, we guide our clients to financial confidence by simplifying their financial lives.
Retirement Benefits Rank
Below Market
SGROI FINANCIAL, LLC
SGROI FINANCIAL, LLC
West Seneca, New York
All Size Average employees
Sgroi Financial LLC is an independent financial planning firm in WNY since 1971. Our approach as a full service firm is to provide for all your financial planning needs. This includes your investments, retirement plans, education savings accounts, 401k and 403b advisory services, CDs, stocks, bonds, mutual funds, annuities, life, long term care and disability insurance, estate planning, divorce planning and more. If you have not been in for a review recently, if your circumstances have changed, if you have questions or would just like to speak with any of us please don’t hesitate to call. Branch Office of Cadaret, Grant & Company, Inc. Member FINRA/SIPC. Sgroi Financial & Cadaret, Grant are separate entities.
Retirement Benefits Rank
Market Competitive
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