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.

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!

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.

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.