Steuben Consultants

Bullfinch Funds is a family of no-load mutual funds based in Mendon, NY, offering U.S.-registered investment funds to eligible individuals. Their Prospectus provides comprehensive information on management fees and expenses, emphasizing the importance of reading it before investing. The company is committed to respecting customer privacy and protecting personal and financial data, implementing security standards and processes to limit access to customer information. With a strong adherence to confidentiality standards and ethics practices, Bullfinch Funds ensures the highest level of client confidentiality, as stated in their Code of Ethics. They do not disclose nonpublic personal information to anyone except as required by law or to entities assisting in servicing customer accounts, who are also bound by privacy policies. The company's dedication to managing assets and respecting privacy makes them a reliable choice for investment needs.Generated from the website

Encompass Advisors is a financial services firm located in Pittsford, NY. We offer a wide range of financial services, including investments, insurance, and retirement planning. Our team of experienced professionals is dedicated to providing our clients with the best possible service. We understand that each client is unique and have the experience and knowledge to help you reach your financial goals. We offer a variety of services to meet your needs, including: * Investments: We can help you invest your money in a way that is appropriate for your goals and risk tolerance. We offer a wide range of investment options, including stocks, bonds, mutual funds, and annuities.