| Name | Title | Contact Details |
|---|
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm`s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We`ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle`s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.
Founded in 1986, Pelion Venture Partners expertise and track record, along with our collaboration and work ethic, create a solid platform from which to launch dynamic and ground-breaking companies with innovative entrepreneurs.
Century Payments is a Frisco, TX-based company in the Financial Services sector.
As a SEFCU shareholder, you will enjoy benefits not found in other financial relationships. Benefits that keep growing with each passing year to help you achieve your purpose. Established in 1934, today SEFCU is among the 50 largest credit unions in the U.S. with more than $3.5 billion in assets, 330,000 members, and 50 branches in the Capital Region, Binghamton, Syracuse, and Buffalo. SEFCU is committed to Changing Lives Every Day through the donation of time, talent, and treasure.
Tower Group Companies is one of the leading providers in Financial Services. It is based in Opelousas, LA. To find more information about Tower Group Companies, please visit www.twrgrp.com