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Retirement

Concierge Service

401(k)

Services

Experience

    The Difference.

In today’s uncertain world, experience is the difference.  The Parker & Burke Practice has guided hundreds of individuals and families to successful financial goals and comfortable retirements.  They have experienced all market conditions and economies; up markets and down, rising interest rates and declining, good economies and bad, all with a steady hand and a clear view of the horizon. 

Our mission is simple, to increase the economic well-being  

and quality of life of our clients and the people they love.

So who are Doug Parker & Jim Burke?

They are experienced financial professionals.  In an industry where most practitioners have been in the business only six years, they offer expertise that only comes from having been in the trenches through good times and bad.  

They understand and have experienced the realities of work and family - the occasional uncertainties, the burden of household and college expenses, and the need to build a retirement fund while building a career.

Doug Parker, CFP®, AIF®

Senior Vice President,

Financial Advisor

585-512-2337

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James Burke, CFP®, AIF®

Senior Vice President,

Financial Advisor

585-512-2308

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The Parker & Burke Team believes in the importance of personal relationships.  Whether you are a personal wealth management client or a 401k plan participant, our desire is to provide the support you need to reach your financial goals. 

Michelle A. Mayes

Senior Registered Financial Services Associate

Private Client Goup - Group Lead

mmayes@sagerutty.com

585-512-2337

more info

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Margie Greer,FPQP™

Portfolio Analyst

mgreer@sagerutty.com

585-512-2323

more info

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Jamie Heisch

Financial Services Associate

jheisch@sagerutty.com

585-512-2356

more info

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Colin Young, AIF®

Retirement Plans Specialist

Retirement Plan Services Group Lead

 

cyoung@sagerutty.com

585-512-2334

more info

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Shannon Meyer

Retirement Plans Specialist

smeyer@sagerutty.com

585-512-2312

more info

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Ryan T. Miller

Retirement Plans Specialist

rmiller@sagerutty.com

585-512-2369

more info

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Craig Gingerich,

CFP®, AIF®

Financial Advisor

 

cgingerich@sagerutty.com

585-512-2385

more info

Craig was  featured in the RBJ. 

Click below to read

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Problems We Solve

Business Owner
Sells Company
Family Business
Succession Plan
Business Owner
Saves Taxes
 

In the News

Retirement Concierge Services

Let us help you gain the peace of mind that you are making the right moves as you enter the next chapter of your life.  

The Retirement Plan Services Group provides you a rock-solid 401(k) management process  that reflects how seriously we take our fiduciary responsibility to you and your employees.

401(k) Services

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Parker & Burke Team Events

 

Countdown to Retirement

Sept. 19th - 5:30, Oct. 22nd - 5:30, Nov. 20th - 5:30

Presented by: Craig Gingerich, CFP®

If you are within 5 years of retirement, there are decisions you can’t afford to get wrong. What’s more, you may not even know the right questions to be asking. Learn steps
now to avoid worrying about money after you’ve stopped showing up to work.

The IRS is Coming for Your IRA

Oct. 1st - 12:00, Oct. 24th - 12:00, Nov. 6th - 5:30

Presented by: Doug Parker, CFP®

 

Whether you’re 70 years old and required to take IRA distributions or still in your 60’s and can see RMDs on the horizon, you’ll want to know how to get the most from your IRA and pay the least tax.  Learn how to work within the system, control taxes and leave the most money to your children and grandchildren.  This isn’t your parent’s IRA.  

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Sage Rutty and Company, Inc.   100 Corporate Woods, Suite 300   Rochester, New York 14623 
phone 585.232.3760   fax 1.866.902.0273   toll free 1.800.733.1133

© 2019 Sage Rutty. Sage Rutty is a trademark of Sage Rutty and Company, Inc. Members: FINRA and SIPC