Manning & Napier
Fairport, United States (US) · Finance and Banking
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#wealth management
#tax planning
#charitable giving
#trust & fiduciary services
#asset management
#investment management
#financial planning
#retirement planning
#business & exit planning
#endowments & foundations services
Manning & Napier is a wealth and investment management firm headquartered in Fairport, New York, dedicated to building brighter financial futures for individuals, families, and organizations.For over 55 years, we’ve combined decades of experience in asset management with a commitment to doing what’s right for our clients – a philosophy that guides our approach to investment strategies and client relationships.We offer personalized guidance and a long-term investment perspective, helping clients navigate complexity and stay focused on their most important goals.
Overview
For over 55 years, we’ve combined decades of experience in asset management with a commitment to doing what’s right for our clients – a philosophy that guides our approach to investment strategies and client relationships.
We offer personalized guidance and a long-term investment perspective, helping clients navigate complexity and stay focused on their most important goals. As a Callodine Group Company, Manning & Napier provides comprehensive wealth management, investment management, and financial planning services, including tax planning, charitable giving, and retirement planning. We support financial professionals and institutions while also bringing that same expertise directly to our clients.
Contact Details
Fairport, United States (US), 290 Woodcliff Drive
+3
Founded
1970
Company Type
Private Limited Company
Employees
200-500
Categories
Keywords
#wealth management
#tax planning
#charitable giving
#trust & fiduciary services
#asset management
#investment management
#financial planning
#retirement planning
#business & exit planning
#endowments & foundations services
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