Upstate Professional Planning Service

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Armbruster Capital Management is a reputable investment management firm based in Pittsford, NY. They offer a range of services including wealth management for individuals, institutional investment management, and corporate services. With a focus on authentic and proven investment strategies, they prioritize risk management while aiming to deliver competitive returns. The firm prides itself on exceptional client service, integrity, and security, separating the investment management function from the custody function to ensure checks and balances. Their approach to investing emphasizes discipline, patience, and smart strategies, stripping away the hype and focusing on what is real.Generated from the website

Your Journey, Our Support. We can all use someone to lean on. Having support when you need it brings a sense of confidence to decision making. At Kickstand, our mission is to bring clarity, perspective, and direction to your financial life. Investment advisory services are offered through TCWP LLC a registered investment adviser with its principal place of business in Tampa, Florida. Kickstand Wealth Advisors is a DBA of TCWP LLC and is located in Pittsford, New York. Advisory services are only offered to clients or prospective clients where Kickstand Wealth Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Kickstand Wealth Advisors unless a client service agreement is in place.