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Showing 1 - 12 of 15 results
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
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
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
HERITAGE FINANCIAL SERVICES LLC
HERITAGE FINANCIAL SERVICES LLC
Pittsford, New York
11-50 employees
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.
Retirement Benefits Rank
Market Leading
SENECA FINANCIAL ADVISORS LLC
SENECA FINANCIAL ADVISORS LLC
Rochester, New York
11-50 employees
Seneca Financial Advisors LLC offers personalized investment advice to help affluent individuals and families manage personal wealth in today's increasingly complex world. With offices in Rochester, NY, and Washington, DC, our team works with clients across the U.S., delivering comprehensive, customized financial planning services to help every client take charge of their financial future. Seneca Financial Advisors LLC is a registered, independent financial advisory firm. It is not affiliated with any broker-dealer.
Retirement Benefits Rank
Market Competitive
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NOVEM GROUP INC
NOVEM GROUP INC
Rochester, New York
11-50 employees
Securities offered through American Portfolios Financial Services, Inc. (APFS), Member FINRA, SIPC. Advisory services offered through American Portfolios Advisors, Inc. (APA) and/or Novem Group, SEC-Registered Investment Advisers. Novem Group is independent of APFS and APA. Please refer to your representative’s FINRA BrokerCheck for firm affiliations. Any opinions expressed in this forum are not the opinion or view of Novem Group, APFS, or APA and have not been reviewed for completeness or accuracy. Any comments or postings are for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk, may result in a loss of principal, and are not suitable for all types of investors. Past performance does not guarantee future results. (PMR29153 7-19-21)
Retirement Benefits Rank
Market Leading
PRENTICE WEALTH MANAGEMENT, LLC
PRENTICE WEALTH MANAGEMENT, LLC
Rochester, New York
11-50 employees
We are a team of professionals dedicated to goal attainment through strict adherence to the financial planning process. With over 120 years of combined experience in the financial services industry, we advise clients on a vast number of financial issues to advance their ambitions and empower them to live more confidently. ​Our business model has always been one that places clients’ best interests at the forefront of every decision. By retaining a select group of advisors, in counsel to a limited number of clients, we are deeply engaged, and deliver a world class wealth management experience. We continue to build our team by adding expertise and capabilities to enhance the client experience. Securities and Advisory Services offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC and SEC Registered Investment Advisor. Additional Advisory Services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor. Prentice Wealth Management and Cadaret, Grant & Co. Inc. are separate entities.
Retirement Benefits Rank
Market Leading
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