CenterBridge Planning Group - Syracuse (NY)

Molly Hassan Sydney offered great customer service!

Windy Holmes They are so kind , environment is so pleasant. If there is issues they work with you to fix the problem. Wouldnt change banks community bank is number #1

Cheryl Richardson Gray & Gray has handled our business accounting, payroll, and income taxes for the past 4 years. They are very responsive to our needs and clearly explain all accounting documents and figures. Dawn in Payroll is a pleasure to work with. She is always patient and accurate with our payroll!

Kathryn DeGroat I was very pleased with the services provided. I had always prepared my own taxes for the past twenty years. I moved to NY last August and knew I needed someone to prepare my taxes. I Googled CPA near me and found Thomson. I called and got an appointment. I provided my information and documentation. They did an excellent job,and were reasonable in their fees. I plan to use them next year,even though my taxes will be less complicated. Very pleased with Thomson.

Stefanie Menardy Friendly, helpful and understanding

Jill DeMatteo Purchased a used beautiful JD 320 riding mower! Started with a phone call to Clifton Park. Paul was very helpful steered me in the right direction. Call up to Malone NY branch where I worked w/Chet in sales. Long story short, he had it sent (no charge) to their MountainView branch in Plattsburgh where I picked it up after a thorough lesson from general manager Tom who was very patient. This is different from any riding mower Ive owned and Ive had three in 40 years. Chet is even sending me a manual! Got a parts discount on a seat cover and some oil courtesy of military discount which I greatly appreciated. Excellent all-around teamwork and service. I hope to have this for many years but when its time for another one Im going right back to these guys. Well done. Thank you.

John Manna We have been dealing with Mark Jones and Rise Advisors for almost 10 years. They analyzed our financial position, provided recommendations and strategies for our retirement and continue to periodically review our portfolio to insure we are well positioned for our future. Mark has also provided recommendations on accounting support, and legal issues pertaining to our will and trust. We feel we are in very good hands with Mark and Rise Advisors.