With #Rochester-area students headed back to school this week, we are happy to announce that we were able to support two local organizations in their efforts to fill backpacks and help students get ready to learn! We were happy to work with Catholic Charities Family and Community Services once again as they supported 311 local students - almost doubling the number they were able to support last year! Additionally, our Marketing Department put together another 24 backpacks for Education Success Foundation! Thanks to our employees for their generosity, and good luck to all students and parents with the first days of the new school year!
Manning & Napier
Financial Services
Fairport, NY 6,864 followers
We're an investment manager dedicated to helping you meet your financial goals.
About us
Manning & Napier provides a broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trust funds, as well as a variety of consultative services that complement our investment process. Founded in 1970, we offer a wide variety of U.S. and non-U.S. equity, fixed income, ETF-based, and multi-asset class strategies. We serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations, as well as third party Advisors. For many of these partners, our relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems. We are headquartered in Fairport, NY.
- Website
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http://www.manning-napier.com
External link for Manning & Napier
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Fairport, NY
- Type
- Public Company
- Founded
- 1970
- Specialties
- Financial Consulting, Wealth Management, Tax Planning, Business Planning, Charitable Giving, Endowments & Foundations, Trust & Fiduciary Services, Asset Management, and Investment Management
Locations
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Primary
290 Woodcliff Drive
Fairport, NY 14450, US
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150 Second Ave North
Suite 900
St. Petersburg, FL 33701, US
Employees at Manning & Napier
Updates
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“How do we raise more?” This is a question top of mind for many #nonprofit organizations. The answer starts with thinking beyond a single source of income. Learn six new ways to diversify your income streams and boost your organization’s fundraising efforts. https://hubs.li/Q02Nc6nm0 #nonprofits #nonprofitinsights #fundraising #annualgiving #plannedgiving #majorgifts
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For many years now, we have held an unofficial employee golf tournament. This year's outing happened last week on a beautiful sunshine-filled day at Webster Golf Club! Shoutout to Ethan McKenney for organizing this much-loved tradition!
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Stars...they're just like us! 🌠 A staggering 68% of Americans do not have wills. Although many celebrities have large estates, they are not immune to falling into this common trap. With Make-a-Will Month winding down, check out our popular post on estate planning missteps of the rich and famous: https://hubs.li/Q02MC7Xg0 And if you're interested in creating a holistic financial plan that includes estate planning, taxes, trusts, and more, contact us anytime for a free consultation. #estateplanning #makeawillmonth #trusts #wills #financialplanning #taxplanning
Estate Planning Missteps of the Rich and Famous
manning-napier.com
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Our distribution teams came together last week at Woodcliff Hotel & Spa to learn from one another and discuss ways to create a remarkable client experience. We were excited to welcome remote staff members to the Rochester area, and always love the chance to get the whole team together in person! #collaboration #teambuilding #offsite #ROC #weloveourclients
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📣 Do you have a net worth of more than $5M? If so, you should be aware that at the end of 2025, the Federal Estate tax exemption amounts are set to decrease substantially, impacting many estates.⚠️ Luckily, there's still time to be proactive. Our upcoming Pittsburgh luncheon features a panel of experts from Manning & Napier and Metz Lewis Brodman Must O'Keefe LLC who will discuss ways you can plan now to minimize taxes later. Please reach out to Dave Immonen or Mark Ricci to learn more and register! #estateplanning #taxplanning #Pittsburgh #federalestatetax #gifttax #taxexemption
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Looking for tips to save money on your taxes? Look no further. Unlock the secrets to smart tax planning in our FREE tax & wealth planning guide. What will you find inside? 🏛️ Notable legislation for this tax year 💲Personal income tax rates, deadlines, deductions, and credits 💰 Retirement savings strategies ➕ Required Minimum Distributions (RMDs) and how to calculate 🔑 Capital gains rates and tips 🏥 Health Savings Account (HSA) benefits and contributions 📚 Education savings tips and options 💵 Marginal vs. effective tax rate ...And more! Download your copy here: https://hubs.li/Q02LzYKY0
2024 Tax & Wealth Planning Guide - Manning & Napier
manning-napier.com
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Did you know that August is Make-A-Will month? Let this be the sign to give your estate plan the attention it deserves! ✔️ Our FREE Estate Planning Guidebook can help you get started. It will walk you through common family situations while highlighting tips on wills, trusts, tax planning, charitable giving, retirement planning, life insurance, and more; plus special considerations for business owners. Download here: https://hubs.li/Q02LzzsZ0 #makeawillmonth #estateplanning #trusts #charitablegiving #retirementplanning #lifeinsurance #businessowners #taxplanning
Estate Planning Guidebook | Manning & Napier
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August has already been tumultuous, so we’re taking a moment to dig into what happened and what, if anything, has changed. Catch up on our analysis of the US equity market, recent data releases, and volatility going forward. https://hubs.li/Q02Lzz0w0 #volatility #equities #stockmarket #marketinsights #FederalReserve #BankofJapan
Unpacking August’s Market Frenzy
manning-napier.com
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Please welcome Alex Sterba, CFP® to Manning & Napier! 👏 Alex joins us from the west side of Cleveland, Ohio, where he recently bought his first house. He is excited to join our team and add to the financial planning capabilities of the firm. Being close to friends and family is very important to Alex. He is a loyal fan of Cleveland's sports teams, where he believes, "Nothing beats autumn in the Midwest, when the leaves are turning, and football season is around the corner." In his spare time, he enjoys reading, cycling, golfing, and basketball; but most of all he loves going for walks with his wife, Mary and dog, Benji. In his own words, "I hope to impact both our clients and community by helping people plan and invest to reach their goals, whatever those goals might be!" We are excited to have you on our team, Alex! 🏈🍂🍁
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