At Sage Rutty & CO., Inc., 96 percent of employees say their workplace is great.



This review is based on 52 employee surveys, with a 90% confidence level and a margin of error of ± 2.69. It was published on Jul 25, 2016. 1198 Visitors

What Employees Say

When people change jobs or work units, they are made to feel right at home.
I feel good about the ways we contribute to the community.
I am able to take time off from work when I think it's necessary.
People are encouraged to balance their work life and their personal life.
I'm proud to tell others I work here.

What They Do

We asked Sage Rutty & CO., Inc. to explain what they do. Here is what they had to say.

We are financial trip advisors for our client’s financial lives. Providing sound financial advice and services to individuals, families and small businesses; we guide people through the financial aspects of their lives and insure their most important goals are reached.  

About this Company

Website: Industry: Financial Services & Insurance
US Headquarters: Rochester, New York US Employees: 59
US Revenues: $13.6 million Worldwide Revenues: $13.6 million
Corporate Structure: Private Founded: 1915

Annual Chili Cookoff

Perks and Programs

We asked Sage Rutty & CO., Inc. to share a few programs they feel really capture what's unique about their workplace. Here is what they had to say.

  • Reaching Retirement Goals: Sage Rutty is committed to helping all employees reach their retirement goals. We do this with a Profit Sharing Contribution equating to 20% of corporate profits annually, Retirement Planning Days with Financial Advisers and Certified Financial Planners, and discounted investment platforms for all.
  • Special and Unique Benefits: With a focus on special and unique benefits, Sage Rutty commits to wellness and well being with Wellness Lunch and Learns, helping to educate, Health Plans including FSA's, HSA's, annual flu shots for employees and family members, firm paid Long Term Disability and Life Insurance Plans and weekly massages in house.
  • Build a Better U: Sage Rutty's commitment to employee development does not stop after basic training. Our Build a Better U program is open to all employees and focuses on delivering an on going series of personal and professional development courses. Build a Better U's past includes DISC Development, Crucial Conversations Training, Effective Networking, Escaping Email Vortex, Understating Neuromarketing, Utilizing LinkedIn. The programs concentrated on tools, opportunities for skill development and processes that will deliver comprehensive solutions which are focused, relevant, and strategically valuable to you, building a better U, with takeaways you can immediately put to use.
  • Milestone Anniversary Gifts: Sage Rutty recognizes employees with milestone anniversary gifts. Each gift is personalized for the recipient. Employees are surprised when a “flash mob” of their colleagues show up to present them with their special gift. Sage Rutty’s President personally presents each gift while expressing the gratitude for the years of outstanding contributions. Examples of anniversary gifts are travel vouchers to dream locations, Fit Bits, spa gift certificates and iPads.
  • Community Involvement: Sage Rutty supports employees’ individual community passions and commitments. We encourage employees to get involved and the firm commits with sponsorships, time and energy. Sage Rutty also bands its employees together for additional initiatives. This year, in line with our 100th anniversary, we made 100 Thanksgiving baskets for families in need. We pull together to support families in need during the holidays, to support the fight against breast cancer, American Red Cross, United Way, the Al Sigl center, monthly Meals on Wheels delivery and even hosted Darkness to Light training for employees.
  • K.A.R.E. Awards: Kudos Appreciation & Recognition of Efforts - Our KARE Award Program is designed to provide employees, clients and management the opportunity to recognize a colleague who showed exceptional service and consideration to our Sage Rutty community and family by posting a caring award in our common area.


50% Company-paid health coverage for employees 50% Company-paid health coverage for dependents
25% Company-paid health coverage for part-timers 10 hours Weekly hours required for part-timers to receive health insurance


  • 401(k)
  • Employee stock purchase plan
  • Long-term care insurance to employees
  • Pre-tax savings account
  • Health insurance for retirees


  • Free beverages during the day
  • Massage therapy
  • Dry cleaning
  • On-site package/mailing service
  • Discount ticket sales
Bike for Diabetes


Set days Paid time off after one year of full-time employment


  • Flexible schedule (70% use it)
  • Phased retirement planning (4% use it)
  • Telecommute option (50% use it)


60 days Job-protected maternity leave60 days Job-protected paternity leave
60 days Job-protected parental leave for adoptive parents


  • Lactation room(s)
  • Paid sick leave to care for a child or relative
  • Elder care resources


  • Medical care
  • Vision care
  • Mental health care
  • Dental care
  • Prescription drug subsidy
  • Alternative treatments (such as acupuncture, homeopathy, or chiropractic)


  • Blood pressure screening
  • Flu shots

Community Involvement & Philanthropy

$99,630 Philanthropic donations in last year


  • 1 events a year connect employees with peers from different racial/ethnic, religious or country-of-origin identities
  • Married employees in same-sex or heterosexual relationships receive the same benefits
  • Non-birth parents in same-sex relationships can take parental leave
Celebrating 100 Years


CPR Training

How to Get Hired

We asked Sage Rutty & CO., Inc. for some inside information on how to get hired at the organization. Here is what they had to say.

What key characteristics tell you a prospective employee will be a great fit for your company?

When Sage Rutty looks at possible candidates to expand the firm, we look to insure a good cultural fit first.  Ranking #9 in the country on 2015's Best Places to Work list does not happen by accident.  Insuring new hires fit our culture, live our values, and enhance the personality of the firm will help to insure we maintain the high water mark we have worked hard to attain.  Additional focus is placed on past successes.  A history of meeting goals, earning achievements and commitment to continued development all are promising indicators of a future of success here at the firm.  

What can prospective employees do to get your attention?

We feel strongly about successful partnerships with employees.  We interview candidates and we like candidates to interview us.  Being engaged and prepared with good questions is always positive.  A good fit works both ways.  Candidates who catch our eye usually demonstrate a strong level of self-awareness and a comfort with themselves.   An example might be to chat with the receptionist while waiting.  During the interview process a few attention grabbers might be a show of trust in responses or demonstrate being comfortable with vulnerability, possibly by offering up an unvarnished, genuine response.  A natural tendency to connect with individuals on a personal level lets us know candidates understand the importance of relationships.

Are there any positions or types of candidates you are particularly focused on hiring in this coming year?

Financial Professionals including Advisors, Sales Assistants, and Financial Planners.   

What should interested candidates do to find out more and get started?

  Visit our website and contact us at

hiring Outlook

2 Job openings forecast for coming year 4% Job Growth
83 Average applicants per opening 579 Applications received
8 Positions filled in past year 28% New hires by employee referrals
5 New positions created 1 Jobs filled by current employees
9% Voluntary turnover for full-time employees 33% Voluntary turnover for part-time employees
* All figures refer to 12-month period prior to reporting, unless otherwise noted.

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