Howe & Rusling

Planning Inc Accu-Vest is a Rochester-based firm that specializes in estate planning and financial services. Their team of experienced professionals offers cost-effective estate planning solutions, including trust agreements, power of attorney certifications, and medical directives, tailored to meet the specific needs of their clients. With a focus on creating peace of mind and ensuring the smooth transfer of assets, Planning Inc Accu-Vest helps individuals and families navigate the complexities of estate planning with confidence. As a registered investment advisor with the SEC and Helios Integrated Planning, Planning Inc Accu-Vest provides comprehensive estate planning services that address state-specific requirements and adapt to changes in estate tax laws. With a commitment to empowering their clients, they aim to help individuals feel in control of their end-of-life decisions and facilitate open communication with future generations. By offering personalized solutions and expertise, Planning Inc Accu-Vest ensures that their clients' affairs are in order and their loved ones are well taken care of.Generated from the website

Two Point Capital Management Inc is a reputable investment management firm based in Pittsford, NY, offering tailored financial solutions to individual and institutional investors. With a disciplined approach and a focus on cultivating wealth, they provide a client-centered experience backed by their team of experienced professionals. Driven by their core values and a commitment to delivering exceptional performance, Two Point Capital Management Inc stands out in the industry, providing valuable investor insights through their Investor Intel Insights and Two Point Plus Blog. With their federally registered service mark, they have established themselves as a trusted partner in the financial market.Generated from the website

Karpus Investment Management is a subsidiary of City of London Investment Group PLC, located in Pittsford, NY. They offer investment advisory services and foundation services to individuals, families, and institutional clients, specializing in tax-sensitive fixed income, conservative balanced growth, and equity management strategies. With a team of experienced professionals, Karpus Investment Management follows a disciplined investment process and has a deep understanding of closed-end funds. They cater to clients both within and outside their office locations in Rochester, NY and Naples, FL, providing personalized financial solutions to meet their clients' needs and concerns over the short and long term.Generated from the website