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Showing 1 - 12 of 16 results
COMMUNITY BANK SYSTEM, INC.
COMMUNITY BANK SYSTEM, INC.
Dewitt, New York
500+ employees
Community Bank System Inc. (NYSE:CBU) is a full-service financial institution with more than 225 customer locations across New York, Pennsylvania, Vermont and Massachusetts, where we’re known as Community Bank, N.A. With over $16.2 billion in assets, we have the resources to finance a wide range of personal, business banking and commercial business needs. Since 2012, Community Bank has consistently been named in the top 15 on Forbes’ list of Best Banks in America, twice reaching the No. 3 spot. Established in 1866, Community Bank empowers our more than 3,000 employees across 21 states to be decision makers at the local level, leveraging the strong personal relationships we have with our customers with their financial expertise to drive the best results. This gives our team the confidence to make those decisions, and our customers the comfort in knowing the person they work with every day is the person they need to talk to. We consistently invest in our communities through financial support, fundraisers and volunteer efforts, giving our employees the support to help make a difference. Whether it’s donating to local non-profit organizations or financing the businesses that give a community its identity, working together to make life better is what Community Bank is all about. Member FDIC. Equal Housing Lender. Our Diversity Council of more than 100 employees was created to make sure no one feels unheard, unseen or uninvited. Through that effort, we’ll foster a culture that doesn’t just accept diversity, but values it. For more info, visit cbna.com/diversity. Other subsidiaries within the Community Bank System Inc. family include: Community Bank Wealth Management: - Community Investment Services, Inc. - Community Bank Trust Services - The Carta Group - One Group Retirement Advisors - Nottingham Advisors, Inc. Partners: - Benefit Plans Administrative Services, LLC - OneGroup
Retirement Benefits Rank
Market Leading
PINNACLE HOLDING COMPANY, LLC
PINNACLE HOLDING COMPANY, LLC
East Syracuse, New York
50-99 employees
Our family of companies offer an unbeatable combination of synergistic services that can support individuals, business and other organizations. From comprehensive wealth management to human resources management, no other firm has the resources or provides the one-on-one connection that our advisors and consultants deliver. After all, at Pinnacle, we are all about you!
Retirement Benefits Rank
Market Competitive
REAGAN COMPANIES ASSET MANAGEMENT, INC.
REAGAN COMPANIES ASSET MANAGEMENT, INC.
Marcellus, New York
1-24 employees
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.
Retirement Benefits Rank
Market Leading
CORNELL POCHILY INVESTMENT ADVISORS, INC.
CORNELL POCHILY INVESTMENT ADVISORS, INC.
Ithaca, New York
1-24 employees
CORNELL POCHILY INVESTMENT ADVISORS, INC is an investment management company based out of 2415 N TRIPHAMMER RD, Ithaca, New York, United States.
Retirement Benefits Rank
Top Benefits
JAMES R. FRASH
JAMES R. FRASH
Liverpool, New York
1-24 employees
With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.
Retirement Benefits Rank
Market Leading
ROCKBRIDGE INVESTMENT MANAGEME
ROCKBRIDGE INVESTMENT MANAGEME
Syracuse, New York
1-24 employees
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/
Retirement Benefits Rank
Market Competitive
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THE CUSTOM WEALTH COMPANIES, INC.
THE CUSTOM WEALTH COMPANIES, INC.
Syracuse, New York
1-24 employees
The path towards your financial future requires a clear vision, a detailed plan, and a dynamic team. We work with you to construct a powerful blueprint that will serve as the foundation to achieve your goals and build wealth for generations to come using our unique planning process. Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research, Inc. a Registered Investment Adviser. Cambridge and Custom Wealth Management, LLC are not affiliated.
Retirement Benefits Rank
Market Leading
MARATHON FINANCIAL ADVISORS, INC.
MARATHON FINANCIAL ADVISORS, INC.
E. Syracuse, New York
1-24 employees
Excellence from Start to Finish! Helping you meet your financial goals. Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. Marathon Financial Advisors, Inc. and Cadaret, Grant & Co., Inc. are separate entities.
Retirement Benefits Rank
Below Market
ADIRONDACK CAPITAL ADVISORS, LLC
ADIRONDACK CAPITAL ADVISORS, LLC
Syracuse, New York
1-24 employees
Investment management and consulting to a broad array of retirement plans, retirement plan participants and other individuals, not-for-profit organizations, and financial institutions. Our team is one of the region's most experienced, and our culture provides for significant partner involvement on each engagement.
Retirement Benefits Rank
Market Leading
FINGERLAKES WEALTH MANAGEMENT
FINGERLAKES WEALTH MANAGEMENT
Ithaca, New York
1-24 employees
An Experienced, Trusted Financial Advisor, providing unique solutions for your investment needs and your Financial Planning and Wealth Management. As an SEC Registered Investment Advisor we are a comprehensive Fee Based Investment Advisory Firm. We offer Investment Advisory Service, Estate Planning, Tax Efficient Investing, Risk Management, Socially Responsible Investing, and Insurance. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with Fingerlakes Wealth Management, Inc. is strictly forbidden under current securities laws. Also, please be aware that while we monitor comments left on this page, we do not endorse or necessarily share the same opinions expressed by site users. 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. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Fingerlakes Wealth Management and Fortune Financial Services, Inc. are separate entities
Retirement Benefits Rank
Top Benefits
WSM INVESTMENTS
WSM INVESTMENTS
Auburn, New York
1-24 employees
PURCHASING -At least twice a week go through MRP to identify the shortage of chemicals and components -Enter purchase orders using SAP and collect pro-forma from the vendors -Effectively collected quotes and negotiate with vendors in a timely manner -Submit copies of purchase order/pro-forma/supporting documents to accounts payable -Follow up with QC, art and/or product development department about artwork or samples approval/rejection for new projects -Update prepaid list and submit to controller every week SHIPPING -Verified container shipments from China -Update weekly ETA for sales team -Send the shipping documents to freighters -Coordinates with freighters and accounting department regarding LFD and payments -Coordinate with forwarders and warehouse regarding delivery schedule -Collect information with forwarders
Retirement Benefits Rank
Market Competitive
M&D FINANCIAL
M&D FINANCIAL
Syracuse, New York
1-24 employees
M&D Financial Agency, Inc. is an independent, privately-owned agency based in Syracuse, New York and Annapolis, Maryland. Terms and Conditions: http://www.mdfinancialagency.com/terms
Retirement Benefits Rank
Market Competitive
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