Forte Capital... A Wealth of Advice... A Tradition of Integrity.

CORNELL POCHILY INVESTMENT ADVISORS, INC is an investment management company based out of 2415 N TRIPHAMMER RD, Ithaca, New York, United States.

We are a comprehensive financial services firm, dedicated to improve clients long-term financial success. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Adams and Associates, Inc. are not affiliated.

Burns Matteson Capital Management is a financial planning and wealth management company located in Corning, NY.

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.

Looking for a collaborative team as invested in your growth as you? We’d like to introduce ourselves. Say hello to a different kind of wealth management. As a Mercer Advisors client, you can rely on us to help guide your financial journey. Because money without purpose is just paper, we ask questions central to your deeper motivations to arrive at your financial why. We then define your goals and create a custom blueprint to help you reach them. This unified and integrated approach comprises strategic financial planning, investment management, proactive tax planning and preparation, retirement planning, estate planning, trustee services, insurance solutions, and more. Our foundational mission since 1985 remains central to Mercer Advisors core values: we help our clients achieve their unique goals by connecting the dots of their financial life and doing the heavy-lifting for them.

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.

Armbruster Capital Management, an independent, fee-only investment management firm, relies on a data-driven approach to build intelligent portfolio solutions. Our financial advisors offer discretionary asset management services to high-net-worth individual and institutional clients, as well as consultative advisory services to corporate retirement plans. For disclosures visit https://bit.ly/2HnRvdP

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

Weller Group is an accounting company based out of 6206 Slocum Rd, Ontario, NY, United States.

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

With over 50 years of combined experience in the world of personal financial planning, Michael Bono, CPA, CFP®, Sarah Creath, EA, CFP®, and James Kaffenbarger, J.D., CFP® bring together a simplified approach to investing and a partnership style of service that offers a vision for the future. Our energetic team is dedicated to providing creative client solutions and superior service through the effective use of resources, technology and ample support personnel. BCK Partners offers comprehensive financial management that includes: retirement planning, tax planning and preparation, healthcare & insurance planning, estate planning, employer benefit analysis, education planning, and family wide-services. From an investment perspective, BCK Partners believes in balanced, diversified portfolios. We believe these can best be achieved through Index ETFs, individual bonds and bond ETFs. Based in Corning, NY, BCK Partners, Inc. services clients locally and nationwide.