Novem Group is a local, independently owned financial services firm. We carefully review your goals, risk tolerance and aims to craft an investment strategy that matches your needs. Whether you’re interested in individual stocks and bonds or more complex investment vehicles, we have the skills and experience to manage your wealth the way you want.
Novem Group is a full-service corporate benefits firm in Rochester, Ny. From the initial analysis of existing benefits and employer finance strategies to plan implementation and compliance audits, Novem Group can help you manage one of your biggest human resource investments with ease.
Our team is comprised of people with different kinds of finance and insurance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Robert is a graduate of Cornell University with a BS in applied economics. He is an Investment Advisory Representative through Novem Group and holds the following securities licenses: 6, 22, 24, 26, 51, 52, 62, 72, and 82, as well as Life, Accident, and Health insurance licenses both in and outside of New York State. He is the founder and CEO of Novem Benefits, managed with his partner Nat Garfeld, and Novem Group, a rapidly growing investment advisory firm. Novem Group has received numerous honors, including making the Rochester Business Journal's Rochester Top 100 list 2016-2018.
With more than 28 years of experience,Robert is a seasoned financial adviser and executive. Under Robert's leadership as the Senior Managing Director of American Portfolios in Rochester, NY, the office placed first nationally for American Portfolios Financial Services in 2017, and Bob, personally, ranked as the top adviser out of 720 financial professionals nationally.
Direct Phone: (585) 348-9521
Nathaniel (Nat) Garfield is VP of Novem Group. He has worked in employee benefits since 1987 and his knowledge and experience have proven to be a great asset to our company and its clients. Nat was a 2016 National Broker of The Year Finalist for Benefits Selling Magazine and has helped lead the way for our offices to be a Top Workplace in Rochester since 2015. He is a certified HR auditor and assists his clients with today’s increasingly difficult compliance issue, and specializes in designing employee benefit plans that help meet the needs of his clients and their employees.
Direct Phone: (585) 348-9515
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350 Linden Oaks, Rochester, New York 14625, United States
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
Securities offered through American Portfolios Financial Services, Inc., Member: FINRA, SIPC. Advisory services offered through Novem Group, an SEC-Registered Investment Adviser, which is not affiliated with American Portfolios Financial Services, Inc.