Our Firm

Our Firm

Located in Linden Oaks Office Park in Rochester, Novem Group was founded by Robert Bartolotta in 1994 as a way to offer investment clients the opportunity to house their corporate benefits and retirement plan needs under one roof.

In 2005, Nat Garfield+ joined Bob as a partner in the group insurance business, bringing a wealth of corporate benefits experience from the vendor and wholesaler side. Together, Bob and Nat have put together a team of independent Consultants whose focus is to be advisors to their clients, helping to build the best possible benefits portfolio available.

In 2010 Bob partnered with Doug Cook+ to launch the payroll division, thereby expanding the portfolio of corporate administration services available to payroll, benefits, retirement plans – all under one roof. 

In 2011, Bob took the investment side of the business to the next level and launched his own RIA (registered investment advisor), APFS Wealth Management, Inc. DBA Novem Group.

In 2014, our growth continues with new on-site COBRA admin services, further streamlining the corporate experience. 

With nearly forty employees, our wealth management, payroll & HRIS and employee benefits firms have the resources to focus on all aspects of your financial life, from individual investments to corporate benefits and payroll administration, from design and implementation to weathering the frequent state and federal legislative changes.

Securities offered through American Portfolios Financial Services, Inc., Member: FINRASIPC. Advisory services offered through APFS Wealth Management, Inc., DBA Novem Group, an SEC-Registered Investment Adviser, which is not affiliated with American Portfolios Financial Services, Inc. Novem Group is notice-filed in the following states: CA, CO, FL, GA, IL, MA, MD, MO, NC, NE, NH, NY, OH, SC, TX, UT, VA.

Nat Garfield and Doug Cook are not registered with American Portfolios Financial Services, Inc.