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- Sage Rutty & Co Inc
Sage Rutty & Co Inc
For 103 years, we’ve helped Rochester families create and preserve wealth for generations. As the oldest, locally-owned financial services firm in the Rochester area, we have consistently delivered on our commitment to invest and manage our clients’ money as if it were our own. Today, we have a time-honored relationship with Rochester itself and are proud to count a number of second and even third-generation clients among those we serve.
For our team, Sage Rutty is the partner of choice for Financial Professionals seeking supported independence, an engaging peer network, extraordinary client relationships, and the opportunity to shape the company’s future. From our CEO and management team to our advisors and support staff, our office is a community of open doors. Every person is willing to share ideas and knowledge, helping each other grow and succeed.
For our team, Sage Rutty is the partner of choice for Financial Professionals seeking supported independence, an engaging peer network, extraordinary client relationships, and the opportunity to shape the company’s future. From our CEO and management team to our advisors and support staff, our office is a community of open doors. Every person is willing to share ideas and knowledge, helping each other grow and succeed.
Purpose
Sage Rutty is the partner of choice for Financial Professionals seeking supported independence, an engaging peer network, extraordinary client relationships, and the opportunity to shape the company’s future.
Mission
We seek to be the primary financial advisor to our clients within the communities we serve.
Additional Culture Details
Our Promise:
We commit our energies, intellect and knowledge to:
Guiding our clients in making necessary and appropriate investment decisions.
Maintaining the highest ethical standards in all dealings with our clients.
Rewarding our client’s trust in us with the honest effort and personal concern for their needs.
Our Goal:
To deliver exceptional service and value by providing the expert advice our clients need to make informed financial decisions.
We commit our energies, intellect and knowledge to:
Guiding our clients in making necessary and appropriate investment decisions.
Maintaining the highest ethical standards in all dealings with our clients.
Rewarding our client’s trust in us with the honest effort and personal concern for their needs.
Our Goal:
To deliver exceptional service and value by providing the expert advice our clients need to make informed financial decisions.
Values
- Do the right thing always
- Uncompromising ethical standards in action.
Recent Awards
Company Snapshots
