Banks, Credit Unions, and Financial Institutions

Strategic Partners:

These partners have invested in our program with Financial and Human Resources and our offering our services to their client base, employees and prospective clients.

  • Canandaigua National Bank (Canandaigua, NY Regional Bank)
  • M&T Bank (Western New York)
  • Sage Rutty (Rochester, NY Wealth Manager)
  • EFP Rotenburg (Rochester, NY National Firm, in top 200 CPA firms in USA)

Supporting Partners:

These partners are working closely with Caplus to service their client base and employees. They are focused on educating their customer/employee base on navigating the college process and most importantly to help them with reducing their financial cost! We have different arrangements with each one based on their corporate initiatives and goals.

  • Oakwood Financial Management (Rochester, NY Wealth Manager)
  • Sagemark (Syracuse, NY Wealth Manager, Lincoln Financial Group)
  • MetLife (National Lead Generation Program and Upstate NY Seminars)
  • Edward Jones (Independent Rep Relationships in Rochester, NY area)
  • Northwestern Mutual (Rochester, NY Wealth Manager)
  • Mass Mutual (Syracuse, NY)
  • Wealth Resources Network (Syracuse, NY)
  • Rockbridge Investments (Syracuse, NY)
  • Custom Wealth Management
  • Seneca Financial Advisors
  • Emerald Financial Service
  • UBS
  • AXA
  • Ameriprise
  • Crossbridge Financial Advisors
  • Legend Group
  • Upstate Financial Advisors
  • Support for many Independent Financial Planners throughout the North-East