Investment Companies in Rochester, NY

Candid 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' behalf. That is the way it is at Federated Clover Investment Advisors.

What 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. Steven Charles Capital uses only outside brokers to execute trades, including Charles Schwab, Merrill Lynch, Morgan Stanley, Smith Barney and Wachovia Securities.

GENERATION CAPITAL MANAGEMENT is an independent, registered investment advisor delivering value through a premium level of customer service and an effective investment process. We are dedicated to ethically managing your assets for the long-term. Unlike many financial planners or brokers, our investment decisions are not biased by sales loads, commissions or any trailer incentives.

All 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. A host of financial tools to help you. Animated presentations to assist you learn and decide. Manage your taxes and prepare for the upcoming tax season.

Person-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 have expertise in all facets of financial planning. These include investment, tax and trust management, estate planning, insurance evaluation, and cash-flow analysis.