Business Services

Running your business already requires enough hats. Let us handle your investment and insurance needs. Pathfinder Investment Services works closely with our business clients to tailor solutions unique to your structure, needs, and goals. The business client services we offer includes:


Business Retirement Plans

How to establish and participate in qualified retirement plans.

  • SEP IRAs
  • SIMPLE IRAs
  • Profit Sharing Plans
  • 401(k) Plans
  • Safe Harbor Plans
  • Defined Benefit Plans

Business Employee Insurance Plans

Ensure both employee and business owner insurance needs are met.

  • Life Insurance
  • Health Insurance
  • Disability Insurance

Business Insurance Benefit and Transition Plans

How to establish key person and ownership transition insurance programs.

  • Buy/Sell
  • Key Person
  • Cross Purchase
  • Non-qualified Deferred Compensation

NOT FDIC INSURED * NO BANK GUARANTEE * MAY LOSE VALUE

Securities offered through Cadaret, Grant, & Co., Inc, MEMBER FINRA/SIPC. Insurance products offered through Finger Lakes Investments Corporation (FLIC). Cadaret, Grant, & Co. and FLIC are not affiliated with Pathfinder Bank, its affiliates, divisions, or subsidiaries. OSJ office: FLIC 1169 Pittsford Victor Rd, Suite 230, Pittsford, NY 14534. (585) 389-0326.