Riedman Insurance/Brown-Brown

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Employee Benefits Plus Inc, operating under OneDigital, is dedicated to providing comprehensive insurance, financial services, and HR consulting solutions. With a focus on transforming organizations through innovative technology and personalized employee benefits, the company helps businesses and individuals achieve their health, success, and financial security aspirations. Emphasizing a people-oriented approach, OneDigital integrates diversity, equity, inclusion, and belonging into their core values while delivering tailored employee and executive benefits. They empower organizations to enhance employee well-being through proactive retirement planning, financial education, and customized insurance solutions that align with specific workforce needs. Generated from the website

Adirondack Capital Advisors is a registered investment adviser based in Syracuse, NY, offering personalized retirement and financial planning services. With a focus on the individual's best interests, they provide a thoughtful and independent approach to help clients achieve a comfortable and successful retirement. As a fiduciary, Adirondack Capital Advisors is committed to listening to clients' goals and expectations, providing clarity around the question of retirement readiness. With a fee-only structure, they offer transparent and unbiased guidance to navigate the complexities of long-term retirement planning, ensuring clients' quality of life in retirement and their legacy.Generated from the website