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Rochester’s finance sector employs nearly 22,000 people at hundreds of institutions, from banks and credit unions to accounting and wealth management firms. The area’s largest credit union was founded in 1920 by George Eastman, and now has $6.2 billion in total assets and serves 330,000 members. The area’s largest employee benefit administrator was founded in the early 1970s by Rochester’s first billionaire, B. Thomas Golisano. Golisano took $3,000, one employee and 40 clients and built a firm that employs more than 13,000 nationwide. Rochester’s finance sector has a long history of philanthropy; since the late 1990s, Golisano’s philanthropy totals more than $270 million.
| Best Accounting Firm | 1 | Mengel Metzger Barr & Co. LLP |
| 2 | Insero & Co. CPAs P.C. | |
| 3 | The Bonadio Group | |
| Best Business Bank | 1 | Canandaigua National Bank & Trust Co. |
| 2 | M&T Bank | |
| 3 | JPMorgan Chase Bank N.A. | |
| Best Credit Union | 1 | ESL Federal Credit Union |
| 2 | Reliant Community Federal Credit Union | |
| 3 | The Summit Federal Credit Union | |
| Best Employee Benefits Provider | 1 | Lawley |
| 2 | Bond Financial Network Inc. | |
| 3 | Paychex Inc. | |
| Best Forensic Accounting Firm | 1 | Mengel Metzger Barr & Co. LLP |
| 2 | EFPR Group LLP | |
| 3 | DeJoy, Knauf & Blood LLP | |
| Best Malpractice Insurer | 1 | Paris-Kirwan Associates Inc. |
| 2 | Pinnacle Insurance Agency Inc. | |
| 3 | Gerard P. Smith Insurance Agency Inc. | |
| Best Wealth Management Firm | 1 | Sage Rutty & Co. Inc. |
| 2 | Canandaigua National Bank & Trust Co. | |
| 3 | <a href=”https://www.brightonsecurities.com/” target=”_blank”>Brighton Securities |
