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Showing 1 - 12 of 17 results
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
MUNICIPAL SOLUTIONS, INC.
MUNICIPAL SOLUTIONS, INC.
Leroy, New York
1-24 employees
Assist Municipalities in obtaining and administering Federal and State Grants for their Capital Projects. Assist Municipalities with their Capital Project Bookkeeping. Assist Municipalities and Engineers with budget preparation. Assist Municipalities, Engineers and Contractors with help in the MWBE process.
Retirement Benefits Rank
Below Market
KICKSTAND VENTURES LLC
KICKSTAND VENTURES LLC
Pittsford, New York
1-24 employees
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.
Retirement Benefits Rank
Top Benefits
ARMBRUSTER CAPITAL MANAGEMENT
ARMBRUSTER CAPITAL MANAGEMENT
Pittsford, New York
1-24 employees
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
Retirement Benefits Rank
Market Competitive
WELLER GROUP LLC
WELLER GROUP LLC
Ontario, New York
1-24 employees
Weller Group is an accounting company based out of 6206 Slocum Rd, Ontario, NY, United States.
Retirement Benefits Rank
Market Leading
O'KEEFE STEVENS ADVISORY, INC.
O'KEEFE STEVENS ADVISORY, INC.
Rochester, New York
1-24 employees
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
Retirement Benefits Rank
Top Benefits
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TWO POINT CAPITAL MANAGEMENT
TWO POINT CAPITAL MANAGEMENT
Pittsford, New York
1-24 employees
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
Retirement Benefits Rank
Market Leading
PITTI GROUP WEALTH MANAGEMENT LLC
PITTI GROUP WEALTH MANAGEMENT LLC
Victor, New York
1-24 employees
The Pitti Group Wealth Management is a boutique financial services firm with a deep breadth of capabilities and resources to help corporations, retirees, nonprofits, high-net-worth individuals, and professionals pursue their financial goals. Located in Victor, NY, and serving clients in the Rochester area and nationally, the firm focuses on various aspects of investment planning and management. Its advisors focus on different client segments, such as 401(k) and 403(b) retirement plans, risk management, estate planning, education planning, tax management, employee and executive benefits, and divorce settlements. Learn more at https://www.thepittigroup.com/. To schedule a meeting, call (585) 337-4000 or email [email protected]. -- The Pitti Group Wealth Management, LLC ("The Pitti Group") is a Registered Investment Advisor ("RIA") with the U.S. Securities and Exchange Commission (“SEC”). The Pitti Group provides investment advisory and related services for clients nationally. The Pitti Group will maintain all applicable registrations, notice filings, and licenses as required by the various states in which The Pitti Group conducts business, as applicable. The Pitti Group renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. The Pitti Group Wealth Management does not provide tax or legal advice. This information is intended for use only by residents of NY, NJ, FL, PA, OH, IN, CO, TX, SC, HI, MA, NC, VA, and WA.
Retirement Benefits Rank
Top Benefits
MARK PALAZZOLO
MARK PALAZZOLO
Rochester, 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
Top Benefits
EVOLUTION FINANCIAL ADVISORS INC
EVOLUTION FINANCIAL ADVISORS INC
Victor, New York
1-24 employees
Evolution Financial Advisors is an advisor services firm, focused on meeting the needs of today's independent financial professional. We take pride in being the essential resource that you can turn to at any time, helping you realize that while you are in business for yourself, you aren't in business by yourself. Our mission is for you to spend your time focusing on what you do best: helping your clients realize their financial dreams and goals. We provide the personal, tailored service of a boutique firm combined with the powerful backing , product selection, resources, and benefits of one of the nation's most advanced broker/dealers. Our most successful partnerships are with advisors and firms who are interested in addressing business growth, succession planning, and the expanding complexity of compliance management and back office administration. For disclosures, please see our website. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Retirement Benefits Rank
Below Market
LYNNLEIGH & COMPANY LLC
LYNNLEIGH & COMPANY LLC
Pittsford, New York
1-24 employees
Each and every client is a member of our LynnLeigh & Company community. As such, we treat your personal future as if it were our own. Everything we do is based on a fierce commitment to the integrity of our client relationships and devotion to building your true wealth by providing financial planning, advice, and services for every corner of your life.
Retirement Benefits Rank
Market Leading
BEST TIMES FINANCIAL, INC.
BEST TIMES FINANCIAL, INC.
Fairport, New York
1-24 employees
Best Times Financial Planning was founded in 1983 by Jack Best. We help our clients: - Make smarter decisions in today’s uncertain political, economic and social environment. - Obtain an independent second opinion from a top financial expert. Isn't that the role you want your Personal CFO to take? We work with Serving Leaders, those who put their families and their communities first, to potentially optimize the impact they can have. Our Custom Wealth Architect Process involves five steps: 1) Foundation Dialogue- Allows you to determine if our process benefits you. Allows us to determine if we want to work with you. 2) Strategic Blueprint- You discover your financial, estate, tax opportunities and gaps, how we can help and our cost. After this meeting you decide if we work together. 3) Goals Navigator- Together we explore the objectives of your financial independence, investments, business exit strategy and estate 4) Solution Activator- We work with your advisers to provide and implement solutions to better meet your objectives then you currently have. 5) Custom Wealth Inspection- On an annual basis we update your plan Best Times Financial Planning was founded in 1983 by my father, Jack Best. I succeeded him in 2007. Our offices are in Syracuse and Rochester. We provide the best of both worlds: the resources of a large company and the personal attention you deserve. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use www.commonwealth.com/termsofuse.html. This communication is strictly intended for individuals residing in the states of NY, CA, NC, Il, PA,MA,OH, FL,VT,SC.
Retirement Benefits Rank
Market Laggard
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