Cedar Summit Financial Advisors - Watertown (NY)

Tish Lewis No one really helped me resolve my issue but there were some people who listened to me, exercised compassion and made suggestions and I appreciate them for that. And so because of the compassion they showed for my situation by giving me a suggestion I was able to get my issue resolved.

Lee Gonzalez I love keybank. Their management, convenient locations.

Lana Hower Very knowledgeable and friendly. Erik explains everything clearly. I really enjoy the personalized service. It’s good to talk to an actual person and the same person each time to get consistent and comprehensive service.

Robin Cortese Angela Renna has represented our Business for over 10 years. She’s handled our Company’s 401 k programming along with benefit offerings for our 168 employees. All with white glove and five star service. A personalized meeting which continues, following the sales of our business. We have been extremely fortunate to be aligned with such a professional. I highly recommend her as a representative for wealth management and employment benefits.

Scott Thompson I have known a few women that have stayed here. Let me just say this place is very poorly ran. Who ever runs this operation needs to be fired along with the rest of the staff.

Jacob Agostino Chris is the best Financial Advisor I have ever worked with. He sets time aside to work with you and explain all your options. He has helped me and my family with a number of investments and has always been professional and a pleasure to work with.

Fay Chaskelson The nicest team in the world. Loved working with them!!!