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Showing 1 - 12 of 12 results
COMMUNITY BANK SYSTEM, INC.
COMMUNITY BANK SYSTEM, INC.
Dewitt, New York
All Size Average 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
Top Benefits
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
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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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
Below Market
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
Market Laggard
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
BRAKELEY BRISCOE INC.
BRAKELEY BRISCOE INC.
Williamstown, New York
1-24 employees
Brakeley Briscoe a full-service, nonprofit consulting company meets clients where they are and helps them solve their current and future needs. Our consultants combine hundreds of years of experience as consultants, chief development officers, and nonprofit executives. We have been there, experienced, and solved the issues that our clients face on a day-to-day basis. However, we do not impose solutions or methodologies on clients. Rather, we listen to their concerns, and work with them first to plan what they need and then to carry out that plan. From experience as fundraisers and chief development officers; nonprofit managers and CEOs; nonprofit board members and board chairs; capital campaign volunteers and chairs; and software developers and trainers, our consultants bring knowledge of every aspect of fundraising and nonprofit management.Our mission is to provide high quality, client specific, fundraising management and consulting services to not-for-profits institutions and organizations, large and small, in the furtherance of their philanthropic missions; to offer opprtunities for professional growth and satisfying careers to our employees; and to generate a profit sufficient to reward ourselves appropriately and to assure corporate growth.
Retirement Benefits Rank
Market Laggard
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
POINT GUARD ADVISORS NETWORK LLC
POINT GUARD ADVISORS NETWORK LLC
Fayetteville, New York
1-24 employees
Basketball’s point guard is one of the most recognizable positions in all of sports. The point guard leads the team on the court, recognizing when a play is not working and guides the team in running a new play to adjust to changing conditions. Point Guard was founded to bring together many companies and professionals servicing all aspects of personal and business financial services and to guide our clients to success. We offer our clients access to elite advisors through our nationwide network. The founding members of Point Guard are experienced in helping individuals and businesses to achieve their financial goals. Wealth-Rx is a diversified insurance and investment firm specializing in serving high net worth individuals and businesses. Ashe & Klinetop CPAs are experts in business valuations and complex tax strategies for businesses and individuals. Point Guard was founded to unite these and other professional firms to provide you elite personal and corporate insurance and financial services.
Retirement Benefits Rank
Market Laggard
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