CenterBridge Planning Group - Syracuse (NY)

Scott Carlton Jeff has been managing our money for over 12 years. We really enjoy his monthly newsletter. He breaks down the market and investing principles in terms that are easy to understand. We also value his responsiveness. He always promptly returns my emails or calls and is happy to answer any questions that I may have. I appreciate that he is fee-only. I have used commission based planners in the past and I always wondered whether they had my financial best interest in mind or if they were married to a particular fund or security based on the commission that they would receive if they sold it to me. I love not having to wonder with Jeff. I recommend him without reservation and in the highest possible manner.

Maria G Triolo Jay and Casey Williamson are top notch and have taken care of our finances for over 30 years! In addition to their characters and trustworthiness, they are extremely knowledgeable and have the unique ability to take the very complex and explain things in simple and understandable terms.

Uber God Scott Miller a great man he provided with true clarity what a guy Highly recommended.

Alina Yermolova I had an amazing experience working with Maria Rahmani! As a mom, finding the right life insurance policy for both myself and my son felt overwhelming at first, but Maria made the entire process smooth, clear, and stress-free. She was incredibly knowledgeable about all the options available in Florida and took the time to explain everything in detail—no pressure, just honest advice tailored to our needs. I truly felt like she had our best interest at heart. Thanks to her help, I now have peace of mind knowing my family is protected. Highly recommend to anyone looking for a trustworthy and professional insurance broker!

Barbara Cicman Nobody can come close. Nobody. I am blessed to be so well cared for.

Mitzi Vanetten Very good employees

Marie Rhodes Ive had the easiest process setting up retirement accounts with Joe. He goes above & beyond to help me understand things in an area I am not familiar. He has been timely, patient, and all I could ask for!

Martha Echeverri Izquierdo In my opinion, you should set the time when you are not open because you are at lunch, to know the opening hours.