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Showing 1 - 12 of 17 results
INFUSION UPSTATE NY, INC.
INFUSION UPSTATE NY, INC.
Depew, New York
100-499 employees
We are dedicated to ensuring our clients feel completely comfortable and excited about the services and experience at Infusion RX New York. We are a state of the art medical spa focusing on health and wellness. We offer free phone consultations to evaluate your areas of concern and help you understand the process required to achieve your goals.
Retirement Benefits Rank
Market Laggard
MUNICIPAL SOLUTIONS, INC.
MUNICIPAL SOLUTIONS, INC.
Leroy, New York
1-24 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
KICKSTAND VENTURES LLC
KICKSTAND VENTURES LLC
Pittsford, New York
1-24 employees
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.
Retirement Benefits Rank
Top Benefits
O'KEEFE STEVENS ADVISORY, INC.
O'KEEFE STEVENS ADVISORY, INC.
Rochester, New York
1-24 employees
O’Keefe Stevens Advisory, Incorporated provides value investment management and financial planning services to a clientele of like-minded, affluent families. We follow a clearly defined and disciplined Investment Process. We are registered with and regulated by the United States Securities and Exchange Commission. OSA is an independent operation that embodies the value investment approach. Our primary objective is to develop and secure the financial well-being of our clients. We believe in a working relationship that serves the best interests of our clients. Our work often involves other members of the client’s advisory team-- for example, accountants, attorneys, bankers, and insurance brokers. If needed, we stand ready to introduce our clients to other capable professionals and we are happy to work with their existing advisors. Our contribution is mainly in continuing to achieve, for clients, a superior return on investments, consistent with the preservation of capital and with the individual goals of clients. We accomplish this by investing in securities with growth potential, while at the same time, focusing on safety of principal. Crucial to this mission is buying securities when they are priced at a discount to their underlying asset values. This social media page is designed for informational purposes only and is not intended to provide specific or personalized financial advice. View our social media disclosure here: https://okeefestevens.com/wp-content/uploads/2022/04/Social-Media-Disclaimer.pdf
Retirement Benefits Rank
Top Benefits
VALUE POINT ASSOCIATES, LLC
VALUE POINT ASSOCIATES, LLC
Williamsville, New York
100-499 employees
Value Point Associates (VPA) is a Member Association offering “large-company” benefits to small and medium size businesses — at or near cost. We leverage the strength of our collective members and work with trusted, nationally-recognized providers who understand the buying power of member associations like VPA and are ready to deliver large group benefits at the best possible rates. Best of all, VPA manages the plan administration, so employers save administrative time and reduce their risk.
Retirement Benefits Rank
Below Market
TWO POINT CAPITAL MANAGEMENT
TWO POINT CAPITAL MANAGEMENT
Pittsford, New York
1-24 employees
Two Point Capital Management is an active investment management firm. We are expert at evaluating and understanding risk of all kinds, and at developing the insight that leads to discovering hidden opportunities. Your portfolio manager is a Chartered Financial Analyst® (CFA) with rigorous training and real-world expertise in economics, business, and financial markets. We perform our own research and make our own decisions about the individual stocks and bonds in your portfolio. Our proprietary investing discipline, Value+Quality,™ has been road-tested over 30 years, and has helped our clients outperform the market in both good times and bad. We are a values-based firm, we do what’s right. There are plenty of skilled money managers in the world. But company founder Jack McGowan started his own firm because he wanted not just to do it well, but to do it differently. All of his personal funds are invested in a Two Point Capital portfolio. We are all in, with you. We offer customized portfolios and levels of risk depending on what you’re trying to achieve, the timeframe you have to save and invest, and the amount of risk that lets you sleep comfortably at night and live a richer life during the day. We have an audited track record spanning more than two decades, so even though the next year will be different, you can have a sense of our performance over time. We are open and transparent. Your funds are on deposit with a third-party custodial institution (such as Fidelity or Vanguard). We have no authority to do anything with them except invest them, and we don’t invest them in non-liquid vehicles. The custodian provides you with monthly statements and easy visibility into your holdings. You don’t have to worry that we are your next Bernie Madoff nightmare. Our fees are fair, and simple, and never exceed 1% of your portfolio. We offer lower fees for portfolios that exceed $1 million. Please visit our website at twopointcapital.com
Retirement Benefits Rank
Top Benefits
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PARAMOUNT SETTLEMENT PLANNING, LLC
PARAMOUNT SETTLEMENT PLANNING, LLC
West Seneca, New York
1-24 employees
Paramount Settlement Planning proudly advocates for plaintiffs and their attorneys by implementing strategies to maximize and preserve the settlement proceeds long after the case settles. Founded by attorneys for attorneys, we offer a host of other settlement planning related services including no-cost Mediation Support, plaintiff-only structured settlements, attorney fee structures, and CPLR §50A and §50B calculations. No settlement planning firm does more to protect the plaintiff! Our supportive services do not stop there; through Precision Resolution, our firm provides highly effective Medicare compliance, other health care lien resolution and Medicare Set-Aside services – having resolved over $50 million in liens in single-event matters since 2011. Precision Resolution and Paramount Settlement Planning are trusted settlement planning and lien resolution resources, with a team of expert attorneys and advisors ready to assist your firm and your clients. Find out more about the invaluable services we provide - many of which come at no-cost to your firm. Call us today: 888-674-0127 ATTORNEY ADVERTISING Prior Results Do Not Guarantee a Similar Outcome.
Retirement Benefits Rank
Market Laggard
WATERFORD ADVISORS, LLC
WATERFORD ADVISORS, LLC
Orchard Park, New York
1-24 employees
Waterford Advisors LLC specializes in working with clients as they plan for and enjoy their retirement. We provide comprehensive financial planning services and follow a well-defined, disciplined process to increase the probability that you will meet your financial goals. We offer experience in all key areas of Wealth Advisory Services including: Income Tax Planning and Compliance, Investment Management, Estate Planning and Trust Services, Risk Management and Insurance, Expense Management and Reporting, as well as Business Advisory Services. This experience allows us to deliver the best possible personalized advice and is provided without conflicts of interest. Our success is not measured by performance statistics but rather by how effective we are in helping you achieve your goals. Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Advisory services offered through Waterford Advisors LLC, an SEC Registered Investment Advisor. Waterford Advisors LLC and Cadaret, Grant & Co., Inc. are separate entities. Currently licensed to offer securities in the following states: NY, CA, CO, DE, FL, ID, IL, MD, MI, MN, NC, OH, PA, TX, VA.
Retirement Benefits Rank
Market Leading
MUCHLER FINANCIAL SERVICES, INC.
MUCHLER FINANCIAL SERVICES, INC.
Dansville, New York
1-24 employees
Award-winning Allworth Financial is an education-based fiduciary investment management and comprehensive financial planning firm. For over three decades, Allworth has provided tens of thousands of clients nationwide with sound insights and personalized guidance about investing, estate planning, Social Security strategies, money-saving tax planning, retirement preparation, and more. HMRN Insurance Agency, LLC license #0D34087
Retirement Benefits Rank
Top Benefits
OGOREK WEALTH MANAGEMENT, LLC
OGOREK WEALTH MANAGEMENT, LLC
Williamsville, New York
1-24 employees
Financial Planning and Investment Strategies to Help You Retire Confidently. Our process guides you to discover your ideal vision for retirement, then designs a plan to help you accomplish your goals. When is the right time to retire? Is it now? Find out by answering THE five questions before you retire. Knowing you have enough money to retire is only half of the equation. Traditional financial planning prioritizes the accumulation of assets, while giving little attention to what to do with your most valuable currency, your time.  There's more to life than the pursuit of money. To get started on planning for a successful retirement, visit us at www.ogorek.com, shoot us an email at [email protected], or call (716) 626-6500.
Retirement Benefits Rank
Market Leading
MARK PALAZZOLO
MARK PALAZZOLO
Rochester, 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
Below Market
CULOV WEALTH MANAGEMENT CORPORATION
CULOV WEALTH MANAGEMENT CORPORATION
Buffalo, New York
1-24 employees
Culov Wealth Management is an investment management company based out of 305 Elmwood Ave, Buffalo, New York, United States.
Retirement Benefits Rank
Market Leading
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