MetLife Inc

Montage Wealth Management in Pittsford, NY offers personalized financial planning services to help individuals navigate life's transitional moments with confidence. Their team of experts collaborates with clients to create tailored financial plans that reflect current needs and future aspirations, empowering them to make informed decisions and embrace new opportunities. With a focus on clarity and collaboration, Montage Wealth Management distills complex financial concepts into actionable steps, staying actively engaged in the implementation process. Whether guiding clients through job changes, retirement, or other life-altering events, they strive to build a solid foundation for a secure financial future.Generated from the website

Heritage Financial Services is a financial firm based in Pittsford, NY, specializing in providing personalized financial planning and investment management services to individuals and families. With a focus on long-term financial success, Heritage Financial Services offers a range of solutions tailored to meet the unique needs and goals of each client. Generated from their business information

Who we are Tompkins Financial Advisors is a wealth management firm that offers a full suite of services. We take tremendous pride in our comprehensive approach to serving our clients’ best interests, a key factor in our 95+% client retention rate.