Waterstone Partners

Financial Management Associates (FMA) is a Pittsford, NY-based firm that offers comprehensive Controller and CFO services to growing companies, emphasizing hands-on involvement and strategic leadership. With a proven track record of success with over 35 Rochester area companies, including many from the Rochester Top 100, FMA is dedicated to enhancing operational financial management and ensuring the financial success of owner-managed businesses. In addition to their core services, FMA provides specialized management assistance on a project basis, covering areas such as business strategy, financial planning, and mergers and acquisitions. Their commitment to flexibility and tailored solutions allows them to adapt to the evolving needs of their clients, ensuring sustained growth and success. Generated from the website

Rochester Financial Services is a distinguished wealth management firm based in Pittsford, NY, offering Fee-Only portfolio management and financial planning services since 1993. Led by owner Jeff Feldman, a renowned Certified Financial Planner and SEC Registered Investment Advisor, the firm specializes in objective, unbiased financial advice and No-Load mutual fund investments. Serving clients in Rochester, NY, and over 20 states nationwide, Rochester Financial Services manages approximately $250 million in client assets. Jeff Feldman, a member of NAPFA and the National Association of Tax Professionals, has been recognized as a Top 25 Money Manager by the Rochester Business Journal for 11 consecutive years, with a notable presence in national financial publications such as the Wall Street Journal and Business Week.Generated from the website

LVW Advisors, based in Rochester, NY with a national presence, is an independent financial advisor serving wealthy families and nonprofit institutions nationwide. Lori Van Dusen founded LVW to realize her vision of doing financial and investment advisory differently: by putting the client first...