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Insurance & Financial Services
VIEWPOINT: Testimonials are a Winning Marketing Strategy for Financial Institutions
In an increasingly competitive financial sector, banks and credit unions are constantly seeking out best practices to build trust, grow “share of wallet,” and attract new customers. One effective and often underutilized tool in their marketing arsenal is the testimonial. Leveraging customer testimonials can significantly enhance credibility, foster trust, and differentiate financial institutions in a […]
Syracuse–based accounting firm acquires Capital Region business
SYRACUSE, N.Y. — Syracuse–based accounting firm Dannible & McKee, LLP on Tuesday said it’s acquired a Capital Region firm in a deal that became official on Oct. 1. Patrick A. Arico, Jr., CPA, P.C., an accounting firm in Clifton Park in Saratoga County, is now part of Dannible & McKee. “This strategic move aligns with
Community Bank names head of retail banking
DeWITT, N.Y. — Community Bank, N.A. has appointed Melissa Bollman head of retail banking. She is responsible for the oversight of the retail banking network and will lead the retail strategy and sales teams to develop strategic initiatives, the bank announced. With 26 years of experience in financial services, Bollman joins Community Bank from M&T
Berkshire Bank names business banking team leader
ALBANY, N.Y. — Berkshire Bank announced it has promoted Shane Rauh to senior VP, business banking team leader, where he will lead the bank’s sales team for business banking in New York, Vermont, and Berkshire County in Massachusetts. Rauh has more than 20 years of experience in the financial-services industry with special emphasis on business
VIEWPOINT: Estate planning is a key component of financial wellness
As we enter National Estate Planning Awareness Week (Oct. 21-27), this is a good time to help the public understand what estate planning is and why it is such a vital component of financial wellness. A Roper poll commissioned by the American Institute for Certified Public Accountants found that two-thirds of Americans over age 65
National Grid awards Launch NY $250K to mentor upstate startups
BUFFALO, N.Y. — National Grid has awarded Buffalo–based Launch NY a $250,000 economic-development grant to support entrepreneurial ventures. The funding comes through the utility’s CleanTech
Hamilton Orthopaedics partners with Oneida Health for surgical procedures
HAMILTON, N.Y. — Hamilton Orthopaedics, Spine & Sports Medicine, which has offices in Hamilton and New Hartford, is now an official partner of Oneida Health. Under this partnership, Hamilton surgeons Rudolph Buckley and Russell LaFrance will perform hospital-based surgical procedures at Oneida Health Hospital in Oneida, the practice announced. “Hamilton Orthopaedics and Oneida Health have
Pathfinder Bancorp sells insurance subsidiary to Hudson Valley company
OSWEGO, N.Y. — Pathfinder Bancorp, Inc. (NASDAQ: PBHC) says it has sold the assets of its subsidiary FitzGibbons Agency LLC, to Marshall + Sterling Enterprises, Inc., an insurance broker headquartered in Poughkeepsie. Through its subsidiary, Pathfinder Risk Management Company, Inc., Pathfinder owns a 51 percent interest in the Oswego–based FitzGibbons Agency, a third-generation independent insurance
Dannible & McKee names managers, directors
SYRACUSE — Dannible & McKee, LLP, a certified public accounting and consulting firm, recently announced the promotion of the following professional staff members, who all work from its Syracuse office. Christine N. Petrone has been promoted to accounting & advisory services director. She joined the firm in 2016 and is responsible for overseeing multiple client
Ithaca firm among the finalists in 43North startup competition in Buffalo
BUFFALO, N.Y. — 8B Education Investments of Ithaca is among the eight finalists in this year’s 43North startup competition in Buffalo. 8B Education Investments is a fintech platform enabling campuses to meet their revenue and enrollment goals “by tackling the $50 billion gap in education financing facing African students going to study in the U.S.,”
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