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Showing 1 - 12 of 21 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 Leading
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
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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
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
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
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
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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