ACM Insights

Rochester, NY area financial advisors

Armbruster Capital Management Achieves Significant Growth in 2024

January 7, 2025 — Armbruster Capital, a wealth management firm in Pittsford, NY, heads into the new year on the heels of…

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401k / 403b Terminated Employee Costs and Compliance Issues

Strategies to Handle 401(k) Accounts for Terminated Employees

Employees typically have several options regarding their existing 401(k) or 403(b) balances when they leave a company or employment is terminated. Those…

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Maximize Year end tax planning with Roth IRA conversions, 529 education savings plans, and charitable giving.

Maximizing 2024: Year-End Financial Planning Opportunities to Consider

Most of us planner types are starting to worry about upcoming financial changes that may happen with a new President and Congress. …

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