EFP Rotenberg came to be in 2009 with the merger of EFP Group and Rotenberg & Co. Both companies had histories that ran deep; EFP Group beginning in 1979 as Eldredge, Fox & Porretti, LLP and Rotenberg & Co. getting its start in 1960. Today, they are more than 150 employees strong, including 70 CPAs, and rank as Greater Rochester's second-largest locally owned accounting firm. EFP's business engagements extend far beyond Rochester, including service to more than 70 public companies and a healthy international practice with a focus on China. Today's EFP Rotenberg family of companies includes: EFP Rotenberg LLP the flagship company of certified public accountants and business consultants, and Rotenberg HealthCare Consulting, LLC - their specialty practice assisting nursing homes, assisted living facilities and other health care providers.

EFPR Solutions, LLC is a dynamic professional services firm which thrives on addressing the challenges clients face in managing their internal accounting and finance related functions. They offer professional staffing and outsource solutions to provide their clients reliable financial reporting, effective internal processes, and accessibility to a diverse group of accounting and finance professionals.

Excellus BlueCross BlueShield is part of a family of companies that finances and delivers vital health care services to 2 million people across upstate New York. Excellus BlueCross BlueShield provides access to high-quality, affordable health coverage, including valuable health-related resources such as cost-saving prescription drug discounts and wellness tracking tools in their Step Up program.

Gilroy Kernan & Gilroy (GKG) is always testing the limits of insurance agency-ness and taking a far from ordinary approach to risk®. As your long-haul strategic partner, The Company’s goal is simple: to be as invested in your success as you are.

Morgan Stanley at Work is a comprehensive suite of workplace financial solutions built around the understanding that when employees thrive, companies benefit. We meet companies and individuals wherever they are on their journey of wealth creation and help build financial confidence through advice, education and technology. Our robust, end-to-end approach to workplace solutions includes Equity Solutions (Shareworks by Morgan Stanley and Equity Edge Online®), Financial Wellness (Morgan Stanley Financial Wellness and Gradifi by E*TRADE), and Retirement Solutions (Retirement Plan Solutions). 

Shareworks by Morgan Stanley services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.
Securities products and services offered by E*TRADE Securities LLC. Member FINRA/SIPC. Stock plan administration solutions and services, including Equity Edge Online, offered by E*TRADE Financial Corporate Services, Inc. Both separate but affiliated subsidiaries of E*TRADE Financial, LLC, a business of Morgan Stanley.
In connection with stock plan solutions offered by E*TRADE Financial Corporate Services, Inc., E*TRADE Securities LLC provides brokerage services to stock plan participants.
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 3568848 05/2021

OneGroup is your one source for risk management, insurance, employee benefits, HR consulting and more. Whether it’s workers’ compensation, business insurance or personal home, auto or umbrella – OneGroup has you covered. Their team of more than 200 experts and specialists is guided by the belief that most losses can be prevented, so they do everything they can to understand your needs, reduce your exposure, solve problems, and build lasting, collaborative relationships. The bioscience, pharmaceutical and medical technology industries face unique challenges every day. Their team understands these industries and is equipped with the knowledge to help MedTech’s members implement the business solutions of tomorrow. OneGroup’s mission is to create one company, working as one team, with one focus, and one mission: "to serve each client as their one client."

With offices in New York State and Vermont, The Bonadio Group provides a complete range of financial and consulting services — from auditing and tax, to multidimensional accounting, business advisory, and financial services. They are a nationally ranked, top 40 CPA firm that brings an integrated world of resources to every client, large or small.