Occam Capital Management LLC

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

Armbruster Capital Management is a reputable investment management firm based in Pittsford, NY. They offer a range of services including wealth management for individuals, institutional investment management, and corporate services. With a focus on authentic and proven investment strategies, they prioritize risk management while aiming to deliver competitive returns. The firm prides itself on exceptional client service, integrity, and security, separating the investment management function from the custody function to ensure checks and balances. Their approach to investing emphasizes discipline, patience, and smart strategies, stripping away the hype and focusing on what is real.Generated from the website

Founded in 1987, GeoVest Advisors Inc. is a registered investment advisory firm. The company manages individual portfolios of marketable stocks, bonds and money market instruments. Its clients comprise financial institutions, charitable organizations, pension accounts, and individual personal and retirement accounts. Based in Fairport, N.Y., GeoVest Advisors Inc. provides investment services, such as equity/fixed income management and consulting services. The company has experience in serving commercial banks, thrifts and Federal credit unions. It offers also periodic economic and investment reviews for the regulated financial services industry.