Kane, Steven

Montage Wealth Management in Pittsford, NY offers personalized financial planning services to help individuals navigate life's transitional moments with confidence. Their team of experts collaborates with clients to create tailored financial plans that reflect current needs and future aspirations, empowering them to make informed decisions and embrace new opportunities. With a focus on clarity and collaboration, Montage Wealth Management distills complex financial concepts into actionable steps, staying actively engaged in the implementation process. Whether guiding clients through job changes, retirement, or other life-altering events, they strive to build a solid foundation for a secure financial future.Generated from the website

Who we are Tompkins Financial Advisors is a wealth management firm that offers a full suite of services. We take tremendous pride in our comprehensive approach to serving our clients’ best interests, a key factor in our 95+% client retention rate.

Ralph Parks Investment Group, LLC is a registered investment adviser founded in 2005 by the former Sr. Vice President of Investments for Smith Barney. Mr. Parks ongoing leadership provides the Firm with an in-depth understanding of the distinctive challenges of corporate, institutional and private investing. The firm utilizes Pershing LLC, through Excel Securities, to provide fast, precise clearance and execution of every trade made. The mission of Ralph Parks Investment Group, LLC is to develop customized investment solutions for corporate, institutional and private investors. Clients are free to focus on their core businesses or, as individuals, go about their busy lives while we focus on providing the highly specialized portfolio management expertise needed to meet your investment goals. Peace of mind through consistently strong performance is what sets us apart from all the rest. For 35 years Ralph Parks has devoted his time and talent to assisting clients in all aspects of the investment cycle - from the creation of wealth, to the preservation and protection of it and ultimately, to the distribution of it during the client's retirement years. His expertise has become invaluable to a wide range of individuals as well as Trusts, and businesses. The client's trust is of paramount importance and it's only through years of guidance, as well as performance, that Ralph Parks has come to earn that reputation.