Cornerstone Advisory Group - Rochester (NY)

Kristina L I recently contacted RJ Caruso for some work I needed done. I sent a request through their website and was contacted back promptly. I was connected with Trisha who was incredibly knowledgeable and helpful. She was able to complete the work I needed done within a day and walked me through the process step-by-step. When I went to the office to sign paperwork the receptionist was just as helpful and kind. I will be using this company in the future and would highly recommend them. Thank you RJ Caruso & Trisha!

Ron Vargo Friendly and knowledgeable staff. Do a great job managing client finances for long and short term goals. Awesome team!

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.

Janice Moore They are the most caring people. Our regular accountant never filed our taxes and cortland booking helped us refile. At no charge. Thank God there are some good people in this world.

America Stores-It LLC We cannot say enough good things about Syracuse Wealth Management and their incredible team. From day one, they’ve gone out of their way to build a personal relationship with us and truly understand our financial needs. They are always there to answer any question, big or small. Ashley is an absolute pleasure to work with—she brings great insight, makes everything easy to understand, and always has our best interests in mind. Gary takes such a clever, straightforward approach to our investments, and we really value his honesty and strategy. And Ron, the tax guy—fantastic! He makes what could be stressful simple and seamless. The staff here are more than just financial advisors—they’re trusted partners who make us feel confident about our future. Highly recommend! Emma, Kurt and Team at America Stores It

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.