Heard on the Street: Everything new for Rochester financial advisors
Everything is new for a Rochester financial firm.
Karen Cady Davisand Scott Davisopened Bullpen Wealth Advisorsat 2001 Second St. S.W. on July 1, which is a new name and new address for the local financial experts.
"We needed more space, because we added an new employee, Ryan Backus. We really like this location," said Cady Davis of the move to the Moga Squarebuilding. "It is convenient for clients and gives us more visibility."
Bullpen offers a wide variety of financial services for individual and corporate clients, including stocks, bonds, mutual funds, IRAs, estate planning, managed accounts and some insurance products. The Davises also can work with commodity and futures via Bullpen Trading, a separate arm of their firm.
"We're unusual in that we can do all different kinds of investments," said Cady Davis.
They previously ran an office under the name of Northland Securitiesat 3265 19th St. N.W. in The Highlandscommercial center.
The Davises recently left Northland and now work under the umbrella of Illinois-based LaSalle St. Securities. LaSalle allows its advisors to brand their offices locally, which inspired the Rochester couple to take on the name of Bullpen Wealth Advisors.
• Press – Coffee and Tea Lounge started brewing Monday in downtown Rochester.
Owned by Chris Holloway, the new caffeine shop at 315 S. Broadway has a casual industrial-artsy feel. It opens early for the morning business commuters and keeps going until 11 p.m. for the late night crowd.
• Arrow Ace Hardwareopened its new Rochester store at the end of last week in the Crossroads Shopping Centeron South Broadway.
Owner Dave Neimansays this new 8,400-square-foot store next to Hancock Fabricsreplaces the shop that closed in December that was located in the Cub Foods Plaza.
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