Sage Rutty Co Inc
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...
RPG Consultants
We offer full-service retirement planning with an emphasis on defined benefit, defined contribution and 401(k) programs, complex pension strategies (including select comparability designs), non-qualified deferred compensation programs, cafeteria plans and plans covered by the Davis-Bacon Act. We handle the administration service requirements for all the above programs, including daily and...
Itasca Bank Trust Co
Itasca Bank & Trust Co. is an independent community bank based in Itasca, Illinois, established in 1948. With over 77 years of experience, the bank focuses on providing exceptional banking services to individuals, families, and businesses in the local area. It operates under a state charter and is regulated by...
iJoin
iJoin is a financial technology company that specializes in retirement planning solutions. The company aims to democratize access to personalized financial guidance, providing tools and services that enhance retirement outcomes for plan participants. iJoin focuses on delivering personalized, data-driven retirement planning through advanced technology, ensuring that users of all financial...
Forthright Capital Partners
Forthright Capital Partners is an Independent Marketing Organization who specializes in the K-12 market. Our firm's goal is to make financial planning accessible to all teachers. Our philosophy is based on Education through Empowerment. Much like our client demographic, we believe that education is more powerful than any financial advice....
FNB Corporation
F.N.B. Corporation, also known as First National Bank, is a diversified financial services holding company based in Pittsburgh, Pennsylvania. Founded in 1864, it has grown to become a regional banking leader with $45.5 billion in assets as of Q4 2023. The company operates under the NYSE ticker symbol FNB and...
Fiduciary Decisions
Our goal is simple: to build decision support systems that help Service Providers and their clients make informed decisions that drive better results for them, their Plan Sponsors and their Participants.
Fidelity Investments
Fidelity's mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity's strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of...
ColonyWest Business Risk Solutions
We help business Go Further through complex corporate insurance solutions + complete and integrated compliance and development resources for your human resource & safety compliance needs.
We help you reduce your insurance premiums through technical underwriting and placement strategies, and we help you reduce your cost of risk transfer by...
BLBB Advisors LLC
Founded in 1964, BLBB is an independent, employee-owned, fee-only, multi-custodial financial advisory firm providing fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners. We believe financial planning and asset management are dynamic, life-long processes designed to accommodate unique situations and goals. BLBB offers the...
AYG Insurance and Financial Services
With over 20 years in the Insurance and Financial Services Industry, AYG has been showing people how to make and save money. Our mission, is to teach individuals how to live the life they deserve, while building a legacy they believe in, while providing the necessary tools to assist individuals...