Caritas Consulting

Financial Management Associates (FMA) is a Pittsford, NY-based firm that offers comprehensive Controller and CFO services to growing companies, emphasizing hands-on involvement and strategic leadership. With a proven track record of success with over 35 Rochester area companies, including many from the Rochester Top 100, FMA is dedicated to enhancing operational financial management and ensuring the financial success of owner-managed businesses. In addition to their core services, FMA provides specialized management assistance on a project basis, covering areas such as business strategy, financial planning, and mergers and acquisitions. Their commitment to flexibility and tailored solutions allows them to adapt to the evolving needs of their clients, ensuring sustained growth and success. Generated from the website

Echelon Wealth Advisors in Pittsford, NY has recently merged with Naviter Wealth, forming a combined firm overseeing nearly $1B in assets and serving clients nationwide. Despite the merger, the team remains in their offices on Monroe Avenue in Rochester, NY, now offering an expanded range of financial services. Clients can explore Naviter Wealth's website to learn more about the enhanced offerings and reach out with any questions. The firm invites individuals to consider how Naviter can assist in guiding their financial journey, emphasizing their commitment to providing comprehensive support and expertise.Generated from the website

Signature Advisory Group, led by David J. Nichols, is dedicated to assisting clients in defining and achieving their unique financial objectives. With over 30 years of experience, the team collaborates closely with individuals to tailor solutions that align with their specific needs and aspirations. Whether it involves designing a comprehensive financial plan or implementing strategies for long-term prosperity, the focus remains on helping clients reach their distinctive financial goals. Recently relocated to a new office in Pittsford, NY, Signature Advisory Group continues to provide the same exceptional service amid a more modern and accessible setting. The move signifies a fresh chapter for the company, allowing them to concentrate fully on delivering top-notch financial services without the distractions of property ownership. This dedication ensures that clients receive undivided attention and expertise in navigating their financial journey. Generated from the website content