Articles

Financial advisor providing assistance with life events

10 Life-Changing Events Where an Investment Advisor Can Help

Life is full of milestones that involve making important financial decisions with short and long-term effects. While contacting an investment advisor might…

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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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