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Showing 1 - 7 of 7 results
STRATEGIC FINANCIAL SERVICES, INC.
STRATEGIC FINANCIAL SERVICES, INC.
Utica, New York
25-49 employees
Strategic Financial Services was founded in 1979 under the premise that investors are entitled to the highest level of service possible in the management of their finances. We have grown to a team of thirty-five professionals managing and advising clients on assets of over $1.6 billion. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans. With headquarters in Utica, NY, we have additional offices in Syracuse, NY and West Palm Beach, FL. The Strategic team has been recognized by Barron's magazine as one of the nation's Top 100 Financial Advisors three times (2004, 2005, 2006) and as one of the nation's Top 100 Independent Financial Advisors three times: (2007, 2008, 2009).
Retirement Benefits Rank
Market Leading
TRENTON TECHNOLOGY, INC.
TRENTON TECHNOLOGY, INC.
Utica, New York
100-499 employees
Established in 1977 as a refurbishment facility, by 1979 Trenton Technology evolved into a full-service custom manufacturer of printed circuit assemblies, sub-assemblies, and final assemblies. Trenton’s capabilities fit a wide range of customer needs from quick-turn prototyping to complete turn-key production programs. We offer design-for-manufacturing and logistical and supply chain management services, flexible stocking programs, custom test design, conformal coating, computerized product tracking, and a company-wide focus on customer satisfaction.
Retirement Benefits Rank
Market Laggard
ADIRONDACK FINANCIAL SERVICES
ADIRONDACK FINANCIAL SERVICES
Utica, New York
1-24 employees
Adirondack Financial Services is a full-service wealth management and employee benefits firm with a focus on customized solutions for individuals, families, and organizations.
Retirement Benefits Rank
Market Leading
ASCENT WEALTH PARTNERS, LLC
ASCENT WEALTH PARTNERS, LLC
New Hartford, New York
1-24 employees
• Conducted fundamental analysis of individual securities and emerging sectors to assist with portfolio management.• Reviewed and revised existing alternative investments materials for accredited investors.• Alternative investments project included developing supplemental information in high detail for clients.• Completed cybersecurity project which included presenting research and analysis at a firm investment committee meeting. Presentation included recommendations on security selection.• Facilitated customer relations by interacting with clients and meeting their expectations in a timely manner.
Retirement Benefits Rank
Top Benefits
PARADIGM CONSULTING, INC.
PARADIGM CONSULTING, INC.
Utica, New York
1-24 employees
Paradigm Consulting, Inc. (PCI) is a solutions based organization committed to providing leadership and direction to maximize our client's healthcare investments. As a full service employee benefits and health management consulting firm, PCI helps employers address health risks and medical conditions through the implementation of effective employee benefits planning and health and wellness strategies.
Retirement Benefits Rank
Market Competitive
AGENCYCFO, LLC.
AGENCYCFO, LLC.
New Hartford, New York
1-24 employees
AgencyCFO™ is the industry’s must-have financial resource to fill those missing strategic pieces that are costing your independent insurance agency. As the industry's leading CFO service, we are uniquely designed for independent insurance agencies. We are virtual, fractional and customizable.
Retirement Benefits Rank
Below Market
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DK GRIFFITH & COMPANY
DK GRIFFITH & COMPANY
Utica, New York
1-24 employees
DK GRIFFITH & COMPANY is an investment banking company based out of 2108 GENESEE ST, Utica, New York, United States.
Retirement Benefits Rank
Market Laggard
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