At Sage Rutty & CO., Inc., 93 percent of employees say their workplace is great.



This review is based on 43 employee surveys, with a 90% confidence level and a margin of error of ± 5.02. It was published on May 24, 2017. 3368 Visitors

What Employees Say

I feel good about the ways we contribute to the community.
I'm proud to tell others I work here.
People celebrate special events around here.
Our facilities contribute to a good working environment.
I believe management would lay people off only as a last resort.

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: 51
US Revenues: $13 million Corporate Structure: Private
Founded: 1915

CEO Pancake Breakfast

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
$2,000 Average Tuition Reimbursement $10,000 Maximum Tuition Reimbursement


  • 401(k) or 403b Program
  • Employee stock purchase plan (ESPP)
Chili Cookoff


21 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 (Snacks, drinks, massages, local discount cards for restaurants and local events, on site dry cleaning pick up / drop off, Flu shots, celebration lunches, pancake breakfasts and happy hours.)


60 days Job-protected maternity leave (including FMLA/STD) 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)

Community and Environmental Impact

$78,258 Philanthropic donations in last year $5,000 Total company-matched employee donations in last year
Yes Recycling program Yes Locally-sourced food 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

Sage's Ride for Diabetes


1st Year on the GPTW List!

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

3 Forecasted positions to fill in coming year -6% Job Growth
79 Average applicants per opening 237 Total job applicants
33% New hires by employee referrals 33% Openings filled by current employees
8% Voluntary turnover for full-time employees
* All figures refer to 12-month period prior to reporting, unless otherwise noted.

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