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Investment Companies in Ithaca, NYComprehensive list of Ithaca, New York based firms, advisors and managers offering personal and business investment services. |
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| Financial Designs | ![]() | (607) 257-4645 |
At Financial Designs, helping businesses and individuals keep their financial promises to their families and employees is a commitment we made a long time ago, and everything we do in our practice serves to uphold that commitment. Our team approach to financial services includes Kevin and his team, and most importantly, the customer. www.financialdesignsonline.com 840 Hanshaw Rd, 14850 | ![]() |
| Leigh D Baldwin | ![]() | (315) 655-2964 |
47.89 milesStaying ahead of the investment curve is increasingly challenging. The specialists at Leigh Baldwin & Co. have the knowledge and expertise to lead you through the maze of available... www.leebaldwin.com 112 Albany Strt, 13035 | ![]() |
| Pinnacle Investments | ![]() | (315) 251-1101 |
49.08 milesWelcome to Pinnacle Investments, an independent regional boutique company where individuals, families, and businesses achieve their financial aims. With a partnership of experienced... pinnacleinvestments.com 5710 Commons Pk # 1, 13057 | ![]() |
| J W Burns | ![]() | (315) 449-1341 |
49.08 milesJ.W. Burns & Company is an independent investment counseling firm located in Syracuse, New York. The principle behind our investment success is simple - invest in great businesses for... jwburns.com 6711 Towpath Rd # 200, 13057 | ![]() |
| Carosa Staton & Depaolo Asset | ![]() | (585) 624-3150 |
63.69 milesI'm honored you've shown an interest in our company, our philosophy and our investment discipline. We supply private investment counsel to personal trustees and fiduciaries seeking... www.carosastantonanddepaolo.com 1370 Pittsford Mendon Rd, 14506 | ![]() |
| Manning & Napier Advisors | ![]() | (585) 325-6880 |
65.35 milesHelping plan sponsors offer professionally managed life cycle-based asset allocation solutions to participants. Offering investment management and consulting services in conjunction... manning-napier.com 290 Woodcliff Driv # 300, 14450 | ![]() |
| Cephas Capital | ![]() | (585) 383-1610 |
67.41 milesA limited partnership licensed in March of '98 to operate as a Small Business Investment Company SBIC. An entity formed by Clint Campbell & Jeffery Holmes serves as the general partner... www.cephascapital.com 57 Monroe Aven Suite D, 14534 | ![]() |
| Griffith M Investment Services | ![]() | (800) 950-1130 |
74.84 milesAs one of the region's biggest independent complete service financial planning and investment companies, M.Griffith has sixty years of history in helping families, foundations, non-profit... www.mgriffithinc.com 555 French Road # 2, 13413 | ![]() |
| Clover Capital Management | ![]() | (585) 385-6090 |
75.12 milesCandid and clear communication with our customers has been a guiding principle for over 2 decades. We provide direct access to the people who make investment decisions on our customers'... www.clovercap.com 400 Meridian Center # 200, 14618 | ![]() |
| Braverman Steven C Investments | ![]() | (585) 325-1870 |
75.12 milesWhat are your management fees and how are fees billed? Fees can be either deducted directly from the account or billed to a customer directly, depending on the customer's preference.... www.scharles.com 28 E Main Str Suite 1500, 14614 | ![]() |
| Generation Capital Management | ![]() | (585) 232-3743 |
75.12 milesGENERATION CAPITAL MANAGEMENT is an independent, registered investment advisor delivering value through a premium level of customer service and an effective investment process. We are... www.gencapmgmt.com 400 Andrews Street # 720, 14604 | ![]() |
| Excel Securities & Associates | ![]() | (585) 424-1234 |
75.12 milesAll account are insured by Securities Investment Protection Corporation, SIPC Excel Securities & Associates. is a member of the FINRA. Educate yourself on a range of financial topics.... excelsecurities.com 200 Canal Vw Blvd # 204, 14623 | ![]() |
| High Falls Advisors | ![]() | (585) 935-5300 |
75.12 milesPerson-to-Person Advice At High Falls, we seek to educate and organize. We become the trusted confidant each family member can turn to for answers, explanations and action. Our advisors... highfallsadvisors.com 36 West Main St, 14614 | ![]() |
| Family Value | ![]() | (518) 234-7400 |
103.23 milesNeed the aid of an expert investment director? With just a tiny investment you can benefit from the expertise of our seasoned portfolio managers and be a shareholder in the FAM Value... famfunds.com 384 North Grand Strt, 12043 | ![]() |
| First Choice Financial Svce | ![]() | (518) 842-2575 |
122.50 milesAt First Choice Financial Services, our goal is to supply a complete and comprehensive array of financial products and services to allow our customers the ease and convenience of handling... firstchoicefinancialsvc.com 4812 State Highway 30, 12010 | ![]() |
| Trubee Collins | ![]() | (716) 849-1401 |
123.39 milesTrubee, Collins & Co., . is the oldest independently owned brokerage firm in Western New York. Established in 1939, Trubee, Collins & Co., . has gained the respect of our customers... www.trubeecollins.com 1 M And T Plz # 1350, 14203 | ![]() |
| Arbor Capital Management | ![]() | (716) 446-9111 |
123.39 milesArbor Capital Management is an Amherst, NY based SEC Registered Investment Advisory Firm serving institutions and high net worth individuals. We design portfolios individually based... www.arborcapitalmgt.com 100 Corporate Parkwy # 136, 14226 | ![]() |
| Miller-Howard Investments | ![]() | (845) 679-9166 |
125.08 milesDividends become a tool for investors to determine the persistence of earnings changes, which is, said differently, all about the credibility of past reporting. Miller/Howard Investments... mhinvest.com 324 Upper Byrdcliffe Rd, 12498 | ![]() |
| The Valley Group - New Paltz-Highland | ![]() | (845) 331-2255 |
132.67 milesThe Valley Group. has been servicing the Hudson Valley of New York since 1927. Our team is dedicated to delivering our customers with professional and valuable advice. By providing... www.valleygroup.com Hurley Avn, 12401 | ![]() |
| Financial Services Center | ![]() | (845) 876-1919 |
138.37 milesThe advice you need, the service you deserve. Michael Levy holds a degree in accounting and is enrolled to practice before the Internal Revenue Service. He holds a Series 65 license... www.finserctr.com 3944 Rte 9G, 12571 | ![]() |
| Maculuso Group | ![]() | (518) 436-3536 |
140.14 milesUnder no circumstances may the information contained in this website be reproduced or distributed. The information contained herein is for the express use of PKS Registered Representatives,... www.pksinvest.com 18 Corporate Woods Boulv # 4, 12211 | ![]() |
| Mc Ginn Smith | ![]() | (518) 449-5131 |
140.14 milesBaby Boomers are redefining retirement and McGinnSmith has built a program to assist them rediscover their passions. Before we present ideas, we listen and work with you to analyze... www.mcginnsmith.com 99 Pne St # 500, 12207 | ![]() |
| HRC Investment Service | ![]() | (518) 463-2200 |
140.14 milesEach one of us has a financial life integrated with every other type of our lives. Like it or not, there is not a day that goes by without a financial decision being made. Whether it... www.hallidayfinancial.com 14 Corporate Woods Boul, 12211 | ![]() |
| Curran Investment Management | ![]() | (518) 391-4246 |
140.14 milesPlease visit the Market Update section for Curran's perspective on the financial crisis. For forty years, Curran Investment Management has helped customers achieve financial security... www.curranllc.com 30 S Pearl Street, 12207 | ![]() |
| Fagan Associates | ![]() | (518) 279-3390 |
143.94 milesCharles Schwab & Co., . Schwab is a registered broker-dealer, and is not affiliated with any advisor s whose name s appear on this Web site. Fagan Associates. is independently owned... www.faganasset.com 767 Hoosick Rd, 12180 | ![]() |
| Colley Asset Management | ![]() | (800) 581-0501 |
144.59 milesCOMMITMENT: We have the passion, enthusiasm, and commitment to provide the service and results you deserve. ACCESSIBILITY: We are easy to gain and our follow-up is impeccable. We enjoy... www.colleyassetmgmt.com | ![]() |
| Prestige Financial | ![]() | (845) 297-3500 |
145.95 milesOur goal is to supply individual, caring and knowledgeable investment advice to assist our customers realize their financial aims. We use NO-LOAD mutual funds and strategic asset allocation... prestigenoload.com 1207 Rte 9 # 10, 12590 | ![]() |
| Chestnut Investment Group | ![]() | (845) 369-0016 |
152.52 milesAt CIG we take attention of the little details and organize the bits and pieces of your financial life so you have more time for your dreams, family, and friends. You leave the details... www.chestnutinvestment.com 4 Executive Boul Suite 204, 10901 | ![]() |
| Merrill Tim C | ![]() | (518) 232-5889 |
156.16 milesAdvanced Strategies for business owners and individuals. Over fifteen years of professional service located on integrity. Tim Merrill is a trusted regional and national resource for... www.merrillrfc.com 5 Sagamore Street, 12801 | ![]() |
| Saw Mill Capital Partners | ![]() | (914) 741-9099 |
163.64 milesWe're active investors who believe that a firm is far more than just the sum of its parts. We look beyond monetary metrics, partnering with management teams to add value to already... www.sawmillcapital.com 555 Pleasantville Rd # 220, 10510 | ![]() |
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- Cazenovia NY - 47.9 mi
- East Syracuse NY - 49.1 mi
- Mendon NY - 63.7 mi
- Fairport NY - 65.4 mi
- Pittsford NY - 67.4 mi
- New Hartford NY - 74.8 mi
- Rochester NY - 75.1 mi








