| ✓ |
401 (k) plan analysis, design and administration including access to NestUp™, an employee education and services platform which can be integrated with an employer's specific health and wealth benefits, cutting-edge Internet access to members' individual 401(k) accounts, investing educational materials, professional advisors, and much more to help them maximize their retirement savings.
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| ✓ |
Personal financial services including fee-only financial planning, banking, investing, estate planning, and life insurance.
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| ✓ |
Business financial services including succession planning, business valuation, business fraud prevention and detection, business continuation plans, and executive compensation plans.
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| ✓ |
Human resources consulting and outsourcing including employee attraction and development, planning and organizational design, policy development and compliance, employee relations, compensation strategies, performance management, training and development, and conflict resolution.
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| ✓ |
Health insurance and employee benefits including detailed benefit cost analysis, comprehensive benefit design, RFP design and facilitation, group welfare plans, health/life/disability, voluntary benefits and Benefficiency™, a proprietary enterprise-class benefit management technology for benefits professionals.
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| Buffalo | Cazenovia | Chittenango | Long Island | New Hartford | N. Syracuse | Oneida | Rome | S. Carolina |
Securities offered through Cadaret Grant & Co., Inc. Member FINRA/SIPC. Oneida Savings, BCG, BHL, WHS, and Cadaret Grant are separate entities.
Not FDIC Insured. No Bank Guarantee. May Lose Value. |
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