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Showing 1 - 12 of 37 results
MANNING & NAPIER ADVISORS, LLC
MANNING & NAPIER ADVISORS, LLC
Fairport, New York
201-500 employees
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.
Retirement Benefits Rank
Top Benefits
SAGE RUTTY & CO., INC.
SAGE RUTTY & CO., INC.
Rochester, New York
51-200 employees
For over 100 years, we’ve helped Rochester families create and preserve wealth for generations. As the oldest, locally-owned financial services firm in the Rochester area, we have consistently delivered on our commitment to invest and manage our clients’ money as if it were our own. Today, we have a time-honored relationship with Rochester itself and are proud to count a number of second and even third-generation clients among those we serve.
Retirement Benefits Rank
Top Benefits
KARPUS MANAGEMENT, INC.
KARPUS MANAGEMENT, INC.
Pittsford, New York
11-50 employees
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.
Retirement Benefits Rank
Market Leading
COBBLESTONE CAPITAL ADVISORS, LLC
COBBLESTONE CAPITAL ADVISORS, LLC
Rochester, New York
11-50 employees
Cobblestone Capital Advisors, LLC, is an experienced investment advisory firm managing $2 billion for over 750 clients, including individuals, families, and institutions. Headquartered in Rochester, NY, Cobblestone is built around a deeply staffed team of professionals who have been providing investment and wealth management services for over three decades. Cobblestone offers comprehensive investment management services, wealth planning, portfolio management, and private investments to a broad range of clients. Our investment and planning expertise equips clients to better build, manage, monitor, and retain their wealth. Investing in securities may result in loss of income and/or principal. This social media site is intended to provide general information only and should not be construed as an offer of specifically tailored individualized advice. Due to the dynamic and multi-directional nature of social media sites, Adviser has no editorial control over any third-party commentary or content and does not accept responsibility therefor. Adviser does not solicit and is unable to accept any endorsements, recommendations or testimonials regarding client experiences with the firm or its employees. Adviser retains the right to remove, to the extent possible, any content it deems inaccurate, inappropriate or violation of applicable laws and/or regulations.
Retirement Benefits Rank
Market Leading
PARK CENTRAL, LLC
PARK CENTRAL, LLC
Rochester, New York
11-50 employees
Park Central Hotel prides itself on guaranteeing our guests a luxurious, enjoyable and comfortable stay in one on England’s most popular tourist destinations. We are the newest four star hotel in Bournemouth, with 50 rooms all offering stylish, sleek, original and luxury accommodation. No two rooms are alike at Park Central Hotel however they all share hand crafted furniture, sumptuous furnishings and rich fabrics. Not forgetting the wonderful views of Bournemouth’s famous beaches, which allows you to indulge in accommodation with all the luxuries you have come to expect from a four star hotel, including complimentary Wi-Fi, flat screen television and deluxe toiletries. With our ideal location situated in the heart of Bournemouth, we are only a stone throw away from the Bournemouth International Center (BIC) and boast a prime location across from Bournemouth’s famous beaches. We are also only a short walk away from the Pavilion Theatre and Bournemouth Town Center. Alongside the Park Central Hotel is our Crab at Bournemouth seafood restaurant, the newest member of the award winning Crab Restaurant group and the new sister restaurant of the nationally acclaimed ‘Crab at Chieveley’. Our Michelin trained chefs will take your breath away with their passion and skill, combined with our unique style of restaurant service, we guarantee a great dining experience.
Retirement Benefits Rank
Market Leading
FORTE CAPITAL LLC
FORTE CAPITAL LLC
Rochester, New York
1-10 employees
Forte Capital... A Wealth of Advice... A Tradition of Integrity.
Retirement Benefits Rank
Top Benefits
MUNICIPAL SOLUTIONS, INC.
MUNICIPAL SOLUTIONS, INC.
Leroy, New York
1-10 employees
Assist Municipalities in obtaining and administering Federal and State Grants for their Capital Projects. Assist Municipalities with their Capital Project Bookkeeping. Assist Municipalities and Engineers with budget preparation. Assist Municipalities, Engineers and Contractors with help in the MWBE process.
Retirement Benefits Rank
Below Market
CROSSBRIDGE FINANCIAL GROUP, LLC
CROSSBRIDGE FINANCIAL GROUP, LLC
Rochester, New York
11-50 employees
We invite you to experience the difference at Crossbridge Financial Group. It’s an approach built around you. We can help whether you are retired or preparing for retirement, at a major life change, accumulating for college, or a business owner looking to implement a company retirement plan. We believe in the power of freedom of choice and the value of impartial advice. Since 1997 we have been providing truly independent advice and comprehensive financial planning through personal service and individual attention. We proudly oversee client assets totaling over $1 billion. Most of all, we are proud of our relationships with our clients and work tirelessly every day to continue to earn their trust. To schedule a complimentary first meeting please contact our office. Headquarters: 290 Linden Oaks, Suite 320, Rochester, NY 14625. 585-203-1130 Offices also located at: 635-D Chapel Hill Rd, Burlington, NC 27215. 336-350-8305 1255 Crescent Green, Cary, NC 27518. 919-336-9036 100 Europa Dr, Chapel Hill, NC 27517. 919-903-8407 260 Fairport Village Landing, Fairport, NY 14450. 585-425-9665 2906 Hull Rd, Kinston, NC 28504 800-655-9487 1213 Culbreth Dr, Wilmington, NC 28405. 800-655-9487 For regulatory purposes, we cannot post or respond to comments or e-mails through this site. This communication is strictly intended for individuals residing in the states of AL,AR,AZ,CA,CO,CT,DC,DE,FL,GA,HI,IA,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,MS,NC,NH,NJ,NM,NV,NY,OH,OK,OR,PA,RI,SC,TN,TX,UT,VA,VT,WA,WI,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®. Member www.FINRA.org, www.SIPC.org. A Registered Investment Adviser. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html
Retirement Benefits Rank
Market Leading
WILDSTAR PARTNERS LLC
WILDSTAR PARTNERS LLC
Pittsford, New York
11-50 employees
WILDSTAR PARTNERS LLC is a real estate company based out of 207 HIGH POINT DR, Victor, New York, United States.
Retirement Benefits Rank
Market Leading
PEERPLACE NETWORKS LLC
PEERPLACE NETWORKS LLC
Fairport, New York
11-50 employees
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.
Retirement Benefits Rank
Market Laggard
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LVW ADVISORS, LLC
LVW ADVISORS, LLC
Pittsford, New York
11-50 employees
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.
Retirement Benefits Rank
Top Benefits
HIGH FALLS ADVISORS, INC.
HIGH FALLS ADVISORS, INC.
Rochester, New York
11-50 employees
High Falls Advisors has been helping individuals and families meet their financial goals since 2008. We offer a wide range of services including retirement planning, tax planning and preparation, professionally managed portfolios and investments, employee benefits counseling and estate management. Contact us today to learn how we can put our financial services and comprehensive experience to work for you.
Retirement Benefits Rank
Market Competitive
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