At Sage Rutty & CO., Inc., 94 percent of employees say their workplace is great.



This review is based on 50 employee surveys, with a 90% confidence level and a margin of error of ± 3.54. It was published on Apr 3, 2018. 5085 Visitors

What Employees Say

People celebrate special events around here.
My work has special meaning: this is not "just a job".
Our facilities contribute to a good working environment.
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.

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, 14623 US Employees: 56
US Revenues: $15.3 million Worldwide Revenues: $15.3 million
Corporate Structure: Private Founded: 1915

Breast Cancer Walk

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 and free appointments with Financial Advisers and Certified Financial Planners to help plan for their own retirement. We also offer employees discounted investment platforms to add to the savings.
  • 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, Leadership Conversations, Effective Networking, Escaping Email Vortex, Networking, The Power of Trust, Understating Neuromarketing, Crucial Conversations, 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 one 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 vacation packages to dream locations, Sporting event packages, 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.
  • In house massages: Sage Rutty invites in a local masseuse and offers employee massages each week. The line is sometimes long but well worth the wait!
  • ESTO: Everyone has something to offer! We educate and share DISC Profiles with all employees. The DiSC profile is a non-judgmental tool used for discussion of people's behavioral differences.This helps remind each of us that everyone is different, not wrong or right, but different and therefor offers unique contributions.
  • Pancake Breakfasts: A few times each year our CEO will bring in all the fixings for pancake breakfasts for everyone. Pancakes (yes, chocolate chips for those who wish), sausage, syrup and fruit juice for all! And he cooks it all on his own griddle. The best!
  • Our Annual Chili Cookoff: This event raises money for Breast Cancer Research. Annually, in October, we have a chili cook off and combine it with a Jeans Day. Imagine 12 - 15 crock pots of chili lined up, salad, crackers, rolls & deserts. Tastings ensue, voting ballots are cast and 1st, 2nd and 3rd place winners are crowned. Recipes are highly confidential and everyone walks away with their fill. By far, this is one of our most talked about and cherished events.


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
$6,500 Average Tuition Reimbursement


  • 401(k) or 403b Program
  • Employee stock purchase plan (ESPP)
Derby Hat Day


24 days Paid time off after one year of full-time employment 21 Days Paid time off as of first day of full-time employment


  • Flexible schedule (70% use it)
  • Telecommute option (50% use it)
  • Onsite Amenities (Chair massage Dry cleaning Keurig coffee Ability to buy postage on site Build A Better U Library On site flu shots Weight loss support group Free parking)


60 days Job-protected maternity leave (including FMLA/STD) 60 days Average length of maternity leave new mothers take
60 days Job-protected paternity leave (including FMLA)60 days Job-protected parental leave for adoptive parents (including FMLA)*


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


  • Mental health care
  • Alternative treatments (such as acupuncture, homeopathy, or chiropractic)
  • Fertility treatments

Community and Environmental Impact

8 hours Paid time off to volunteer $86,483 Philanthropic donations in last year
Group effort Leads environmental impact team Yes Recycling program


  • Written policy prohibits discrimination based on (at a minimum) age, disability, race/ethnicity, religious beliefs, gender and sexual orientation
  • 1 events a year connect employees with peers from different racial/ethnic, religious or country-of-origin identities
  • Non-birth parents in same-sex relationships can take parental leave

Leadership Diversity


Workforce Diversity



Chili Cook Off Winners 2017

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.  Behavioral interviews, incorporating teams in the procees and utilizing DISC profiles are just some of the techniques we implement.  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.   We definatly are a fan of behavioral interviews and Patrick Lencioni's keys, humble, hungry and smart.  

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.  We are a growing company.  Insuring we have great talent in the pipeline is critical when we are looking for that "just right" candidate.    

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

Visit the careers page of our webiste at or contact us at   

hiring Outlook

2 Forecasted positions to fill in coming year 4% Job Growth
61 Average applicants per opening 242 Total job applicants
43% New hires by employee referrals 1 Recent graduates hired
2% Voluntary turnover for full-time employees
* All figures refer to 12-month period prior to reporting, unless otherwise noted.

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