Catholic Charities of Tompkins - Ithaca (NY)

Pamela B. Friendly service. Very thorough and patient to answer all questions.

Chris Pennings Nikki and her team are extremely knowledgeable in health care benefits. Nikki takes the time to educate and navigate the confusing world of healthcare. She has compassion and understands the importance to a family to choose the right plan.

Steven Hoffmannn I invested my pension with Dennis several 8 years ago and it doubled as expected. When Dennis retired David took over and I continued to express this is my best egg and I planed on retiring in the next 12-18 months and wanted these funds as a safety net. David stated that he felt I could gain more income at a slightly higher risk but would still maintain these funds as a safety net. After agreeing to these changes, I lost 28% of my investments about 4 months ago. I am invested in 2030 funds and I am 60 years old. I can’t wait to regain my funds and change investors. I dropped less than 9% in my 401k. Hmm not good David

Bethany Wolcott Choosing Calderone Insurance was one of the best decisions I’ve made! Recently I had my first accident I was so nervous about how to handle everything since it was the first issue I had. Heather made it so easy for me and painless! The shop she referred me to did an amazing job. Before I knew it I was back in my repaired vehicle like it never happened! Also they have competitive rates! I Highly recommend.

Graysen Betts My wife and I have had an outstanding experience with Sage-Rutty Advisors. From day one, their team has gone above and beyond to help us feel confident and secure in our financial future. They’ve provided expert, personalized guidance with our budgeting, retirement planning, and investment management. A special thank you to Craig—he has truly been the best. His knowledge, patience, and ability to explain complex financial concepts in a way that makes sense has made all the difference. We genuinely trust his advice and appreciate how deeply he cares about helping us reach our goals. Sage-Rutty is a top-notch firm with top-tier people. We highly recommend them to anyone looking for smart, steady, and trustworthy financial guidance.

Dan Quinn Chip is very knowledgeable and will guide you through the investing and wealth management process in simple and easy to understand terms. Chip and his team are thorough, professional and responsive. Highly recommended RIA.