Genesee Capital Advisor

At Rockbridge, we provide straightforward, rock-solid, fee only investment advice in terms you can understand without unnecessary costs or complexity. We're a fee-only financial advisor, so there's never any conflict of interest. And we insist on complete clarity at Rockbridge-after all, you can't be confident about your decision if we aren't speaking your language

Adirondack Capital Advisors, located in Skaneateles, NY, specializes in personalized retirement planning and investment management, offering a thoughtful and independent approach to help clients achieve a comfortable retirement. As a fiduciary, the firm is dedicated to prioritizing clients' best interests while maintaining a fee-only structure for transparent financial guidance. With a singular focus on understanding clients' goals and expectations, Adirondack Capital Advisors aims to provide clarity and confidence regarding retirement readiness and long-term financial well-being. The firm emphasizes its independence and objectivity, ensuring that clients receive tailored advice without any sales pressure. Generated from the website

Pinnacle Capital Management (PCM) is an SEC-registered Investment Advisor based in East Syracuse, New York, with representatives in the Greater Boston and Wilmington, NC areas. Founded in 2006, PCM is part of the Syracuse-based Pinnacle Family of Companies, overseeing over $2 billion of client assets through its Financial and Employee Services entities. PCM actively creates and manages investment portfolios on a discretionary basis for individual and institutional investors, utilizing equity, fixed income, and alternative securities. With a disciplined portfolio construction process, PCM aims to provide proper diversification while ensuring individual positions have a meaningful impact on overall portfolio returns.Generated from the website