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Showing 1 - 12 of 56 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
MANNING & NAPIER ADVISORS, LLC
MANNING & NAPIER ADVISORS, LLC
Fairport, New York
100-499 employees
Manning & Napier provides a broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trust funds, as well as a variety of consultative services that complement our investment process. Founded in 1970, we offer a wide variety of U.S. and non-U.S. equity, fixed income, ETF-based, and multi-asset class strategies. We serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations, as well as third party Advisors. For many of these partners, our relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems. We are headquartered in Fairport, NY.
Retirement Benefits Rank
Top Benefits
SAGE RUTTY & CO., INC.
SAGE RUTTY & CO., INC.
Rochester, New York
50-99 employees
For over 100 years, we’ve helped Rochester families create and preserve wealth for generations. As the oldest, locally-owned financial services firm in the Rochester area, we have consistently delivered on our commitment to invest and manage our clients’ money as if it were our own. Today, we have a time-honored relationship with Rochester itself and are proud to count a number of second and even third-generation clients among those we serve.
Retirement Benefits Rank
Top Benefits
KARPUS MANAGEMENT, INC.
KARPUS MANAGEMENT, INC.
Pittsford, New York
25-49 employees
At Karpus Investment Management, we emphasize conservative, long-term investment management with the goal of preserving your capital to help you build wealth over time. We’ll work closely with you to determine your optimal asset allocation based on your age, tax bracket, risk tolerance, investment time horizon, need for income, and wealth-management goals.
Retirement Benefits Rank
Market Leading
COBBLESTONE CAPITAL ADVISORS, LLC
COBBLESTONE CAPITAL ADVISORS, LLC
Rochester, New York
25-49 employees
Cobblestone Capital Advisors, LLC, is an experienced investment advisory firm managing $2 billion for over 750 clients, including individuals, families, and institutions. Headquartered in Rochester, NY, Cobblestone is built around a deeply staffed team of professionals who have been providing investment and wealth management services for over three decades. Cobblestone offers comprehensive investment management services, wealth planning, portfolio management, and private investments to a broad range of clients. Our investment and planning expertise equips clients to better build, manage, monitor, and retain their wealth. Investing in securities may result in loss of income and/or principal. This social media site is intended to provide general information only and should not be construed as an offer of specifically tailored individualized advice. Due to the dynamic and multi-directional nature of social media sites, Adviser has no editorial control over any third-party commentary or content and does not accept responsibility therefor. Adviser does not solicit and is unable to accept any endorsements, recommendations or testimonials regarding client experiences with the firm or its employees. Adviser retains the right to remove, to the extent possible, any content it deems inaccurate, inappropriate or violation of applicable laws and/or regulations.
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
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PARK CENTRAL, LLC
PARK CENTRAL, LLC
Rochester, New York
25-49 employees
Park Central Hotel prides itself on guaranteeing our guests a luxurious, enjoyable and comfortable stay in one on England’s most popular tourist destinations. We are the newest four star hotel in Bournemouth, with 50 rooms all offering stylish, sleek, original and luxury accommodation. No two rooms are alike at Park Central Hotel however they all share hand crafted furniture, sumptuous furnishings and rich fabrics. Not forgetting the wonderful views of Bournemouth’s famous beaches, which allows you to indulge in accommodation with all the luxuries you have come to expect from a four star hotel, including complimentary Wi-Fi, flat screen television and deluxe toiletries. With our ideal location situated in the heart of Bournemouth, we are only a stone throw away from the Bournemouth International Center (BIC) and boast a prime location across from Bournemouth’s famous beaches. We are also only a short walk away from the Pavilion Theatre and Bournemouth Town Center. Alongside the Park Central Hotel is our Crab at Bournemouth seafood restaurant, the newest member of the award winning Crab Restaurant group and the new sister restaurant of the nationally acclaimed ‘Crab at Chieveley’. Our Michelin trained chefs will take your breath away with their passion and skill, combined with our unique style of restaurant service, we guarantee a great dining experience.
Retirement Benefits Rank
Market Leading
FORTE CAPITAL LLC
FORTE CAPITAL LLC
Rochester, New York
1-24 employees
Forte Capital... A Wealth of Advice... A Tradition of Integrity.
Retirement Benefits Rank
Top Benefits
JOHN G. ULLMAN & ASSOCIATES, INC.
JOHN G. ULLMAN & ASSOCIATES, INC.
Corning, New York
50-99 employees
Who We Are: JGUA is a Comprehensive Wealth Management firm that takes pride in bringing human connection, attention to detail, and trust to virtually every aspect of financial planning. What We Do: JGUA works proactively with clients to develop financial plans that are structured to meet their goals, whether those goals are in the short-term, long-term, or with the next generation in mind. How We Do It: JGUA Advisors work collaboratively across all service areas to provide clients with the highest levels of comprehensive guidance, in a highly personalized way. Our process starts with you. You’ll be paired with an Advisor who works diligently and with the utmost integrity to understand your unique goals, time horizon, current financial picture, and risk tolerance. The resulting plan reflects decades of our experience, and serves as a road map to help you make the right decisions about your financial future. From there, our investment management team leverages our research, trading, and portfolio management groups to provide both highly experienced and newer investors with personalized, active portfolio management based on real-world experience, analytics, and insights, not just automated algorithms. Backed by our team of financial planners, CPAs and other tax professionals, legal professionals, and support staff, we are uniquely qualified and equally passionate about helping clients and their families achieve their financial goals.
Retirement Benefits Rank
Below Market
CROSSBRIDGE FINANCIAL GROUP, LLC
CROSSBRIDGE FINANCIAL GROUP, LLC
Rochester, New York
1-24 employees
We invite you to experience the difference at Crossbridge Financial Group. It’s an approach built around you. We can help whether you are retired or preparing for retirement, at a major life change, accumulating for college, or a business owner looking to implement a company retirement plan. We believe in the power of freedom of choice and the value of impartial advice. Since 1997 we have been providing truly independent advice and comprehensive financial planning through personal service and individual attention. We proudly oversee client assets totaling over $1 billion. Most of all, we are proud of our relationships with our clients and work tirelessly every day to continue to earn their trust. To schedule a complimentary first meeting please contact our office. Headquarters: 290 Linden Oaks, Suite 320, Rochester, NY 14625. 585-203-1130 Offices also located at: 635-D Chapel Hill Rd, Burlington, NC 27215. 336-350-8305 1255 Crescent Green, Cary, NC 27518. 919-336-9036 100 Europa Dr, Chapel Hill, NC 27517. 919-903-8407 260 Fairport Village Landing, Fairport, NY 14450. 585-425-9665 2906 Hull Rd, Kinston, NC 28504 800-655-9487 1213 Culbreth Dr, Wilmington, NC 28405. 800-655-9487 For regulatory purposes, we cannot post or respond to comments or e-mails through this site. This communication is strictly intended for individuals residing in the states of AL,AR,AZ,CA,CO,CT,DC,DE,FL,GA,HI,IA,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,MS,NC,NH,NJ,NM,NV,NY,OH,OK,OR,PA,RI,SC,TN,TX,UT,VA,VT,WA,WI,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®. Member www.FINRA.org, www.SIPC.org. A Registered Investment Adviser. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html
Retirement Benefits Rank
Market Leading
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
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