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Top Rochester, NY Financial Services Companies (8)

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Fintech • Financial Services
14 Offices
87,899 Employees

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.

Financial Services
Rochester, NY
162 Employees

Foundry was created to meet the institutional demand for better capital access, efficiency, and transparency in the digital currency mining and staking industry. As a Digital Currency Group company, Foundry taps unparalleled institutional expertise, capital, and market intelligence to provide North American bitcoin miners and global manufacturers with the resources to build, maintain, and secure decentralized networks. Foundry empowers miners with the tools they need to build tomorrow’s decentralized infrastructure. We are protocol-agnostic and seek to support like-minded blockchain entrepreneurs who share our mission to advance the industry.

Fintech • Financial Services
3 Offices
501 Employees

With 200 years of community banking experience and a portfolio of $5.0 billion in assets, Five Star Bank offers a wide range of consumer and commercial banking services to individuals, municipalities and businesses through a network of more than 45 branches and offices in Western and Central New York State. We provide our customers a dedicated team of over 600 employees who work together in an environment of trust, integrity, and mutual respect. Our customers are at the heart of our organization, where every interaction is an opportunity for us to deliver a friendly, professional, relationship building experience. We take great pride in being a part of each and every community in which we serve. We're committed to giving back to a variety of non-profit organizations, neighborhood charities and countless others. We are proud to be there for you, our customers, wherever, whenever and however you need us. We are Five Star Bank.

Fintech • Financial Services
10 Offices
979 Employees

Our friendly culture supports your career success. We’re an NMP Top Employer-awarded company dedicated to making it faster, better, and easier to get a home loan. Loan Officers, Processors, Closers, Loan Officer Assistants Experience the Planet Home Lending difference: • In-house marketing team creates custom collateral for you. • Make-sense products and the pricing to win deals. • Dedicated underwriters, processors, and closers keep your loans flowing toward closing. Call Center Agents, Collectors, and Loan Counselors When you join Planet Home Lending’s mortgage servicing center, you’re one of the team. Learn the mortgage business and help customers understand their home loans. Expand your career with training and move into another area, like operations, default management, or loan processing. You’re never limited to one position when you play for the Planet Home Lending team. Underwriters and Processors At Planet Home Lending, there’s always something new to learn. We’ll cross-train you to work with FHA, VA, USDA, jumbo, non-QM, and the next program our top-notch secondary marketing team comes up with. Who Is Planet Home Lending? Planet Home Lending is a privately held mortgage-banking firm with an $23 billion mortgage servicing portfolio and $12 billion in annual volume. We’re a top GNMA issuer, a Fannie and Freddie Seller/Servicer, and a Standard and Poor’s-rated special and prime residential servicer. Your next great job is waiting for you at our offices in Meriden, CT, Melville, NY, Tampa, FL, Columbia, MD, Irving, TX, Santa Ana, CA, or in one of our distributed retail branches throughout the United States.

Financial Services
Rochester, NY
35 Employees

Consumer Credit Counseling Service of Rochester (CCCS) is a non-profit community service agency dedicated to educating and empowering individuals and families to take control of their financial lives. Free, confidential budget and credit counseling, Group education programs, Debt management programs, Telephone or in person counseling, Interest education, Information on how to stop collection calls, Bankruptcy avoidance education, Realistic budget education. Student Loan counseling and Medicaid application service are also offered.

Financial Services
Rochester, NY
35 Employees

Serving as a Confident, Trusted Financial Advisor and Friend Since 1969 Brighton Securities is a local, independently owned, financial services firm headquartered in Rochester, New York with offices on Monroe Avenue in Brighton, Main Street in Batavia, and Market St. in Lockport. Established in 1969, Brighton Securities uses a client-focused approach to delivering wealth management and financial services that include: Financial Planning, Saving Strategies, Insurance Solutions, Estate Planning, Tax Planning & Preparation, Corporate Services and Modeled Investment Portfolios powered by Brighton Securities Capital Management. Our financial professionals serve individuals, couples, families, trusts, estates, as well as small- to medium-sized businesses with the 500+ years of combined experience in financial services that our team brings to the table. WEALTH MANAGEMENT YOU CAN TRUST We understand that your finances are your life’s work, and that every aspiration whether it’s a new home, paying for higher education, retiring, or starting your own business all depend on managing your income with a trusted financial expert. Trust is everything, especially in a relationship with your financial professional. It is our goal at Brighton Securities, to become a crucial member of your inner circle of close advisors who will help you achieve your life’s goals, and who will be there advocating for your success every step of the way. Brighton Securities will work with you to envision your future – developing and executing investment strategies that will help you to build and protect your wealth and help ensure the lifestyle you ultimately desire.

Financial Services
Ithaca, NY
929 Employees

Tompkins Financial Corporation is a NY state based financial services holding company with $5 billion in assets, providing community banking, insurance, and wealth management services. Committed to creating long-term value for clients, communities, and shareholders, Tompkins'​ strategy emphasizes responsible growth and strong ROE. Independent analysts have recognized Tompkins as among the nation's best-performing financial companies. For over 175 years, Tompkins has been a partner to our customers in one of the most important ways imaginable: In helping them achieve their financial goals. In banking, we provide clients with high-quality financial products and exceptional service. We help our communities by reinvesting deposits as loans to local families and businesses, and by supporting local organizations. We are the parent company to four community banks: Tompkins Trust Company, Tompkins Bank of Castile, Tompkins Mahopac Bank and Tompkins VIST Bank. Altogether, we operate 67 banking offices serving New York and Pennsylvania. In insurance, we help individuals and businesses get the coverage they need with cost savings and exceptional local service through Tompkins Insurance Agencies. And in wealth management, we collaborate with clients as a trusted advisor, providing a wealth of resources to help them build, protect, and preserve wealth through Tompkins Financial Advisors. Each Tompkins Financial affiliate operates under the direction of its own local decision makers. This allows us to concentrate on the unique needs of the communities and customers we serve. Tompkins is pleased to have been recognized as among the nation's strongest and best-performing financial companies by independent analysts including The Staton Institute, Sandler O'Neill & Partners, and KBW (Keefe, Bruyette, & Woods).

Financial Services
Amherst, NY
22 Employees

RCS Capital Inc is a full service provider of receivable management services. We perform collection services at every stage of delinquency, for every type of account. Whether it be pre-collection services to bring accounts current at the earliest stage of delinquency, full contingency collection services to recover monies owed on consumer accounts or business to business transactions, RCS Capital Inc has the experience, staff and technology to supplement our clients’ internal efforts or take over where they leave off