| Name | Title | Contact Details |
|---|
Generations is a community-based financial services organization that partners with businesses and residents throughout Finger Lakes region and Western New York. Generations is dedicated to providing banking, insurance, and investment services to our customers. Our focus is on incorporating innovative and new technologies that offer the most advanced financial services while maintaining a community atmosphere. In addition to traditional business and consumer deposit services, Generations Bank focuses on residential mortgages, as well as, automobile, home equity, commercial, non-residential real estate, construction and student loans. One way in which we reward our customers is through our MyGenPerks checking accounts which offer cell phone protection, ID theft aid, and roadside assistance. Generations also provides insurance with customizable policies through Generations Agency. Our employees are our most valuable assets, so we make it our priority to care for them by offering generous employee benefits and an innovative work atmosphere. As an organization, we strive to be a good neighbor to the communities where we serve by getting involved with local charities and encouraging employees to participate in community outreach programs.
STAG CAPITAL PARTNERS is a Boston, MA-based company in the Financial Services sector.
American Financial Management is a Cedar Falls, IA-based company in the Financial Services sector.
WestPark Capital is a Los Angeles, CA-based company in the Financial Services sector.
Headquartered in the heart of Chicago's Financial District, MoneyBlock is an online broker-dealer dedicated to servicing Registered Representatives, Investment Advisors, and Independent RIAs. We cater especially to those financial professionals that use equity options in order to generate income or protect portfolio value for their clients. We believe that the key to being a successful independent rep or advisor is in having the flexibility to decide those products and services that best meet your client’s investment needs and risk tolerance. Our vision is to provide an efficient and cost-effective way for independent reps and advisors to manage their business online so they have more time to service their clients and build their business. To accomplish our mission, we started with culture based on creativity, innovation, and purpose. We then sought out and assembled a team of industry professionals with a broad base of experience and knowledge. With our team assembled we then solicited feedback from successful independent reps and advisors to help us identify the technology and services necessary in building a successful independent financial services practice. With these pieces in place we set upon making our vision a reality. Our web-based platform is specifically designed to meet the unique needs of Independent Investment Professionals. Our robust suite of online tools allows our reps and advisors to virtually run their entire business online. We provide them with the flexibility to choose what products and services they feel best suit their client’s needs. We bundle it all together with competitive rates and payouts, and we eliminate the hidden fees and miscellaneous charges typically considered “industry-standard”. At MoneyBlock, we are committed to ongoing innovation to ensure we are providing the highest quality investment experience possible.