Custom Wealth Management, LLC - Syracuse (NY)

Russell Blair As a health care professional, I strongly recommend this practice. The office and professional staff are friendly and professional. The providers take the time to get to know their patients and their individual health needs. Always an outstanding experience.

Daniel Ramsey I’ve known Michael Hardy personally for several years and I appreciate is his honesty and integrity. So, I had no hesitation in moving my retirement portfolio to the Ocean Wealth Group as my employer’s digital Advisory Firm offered limited and self-directed retirement investment options. In contrast, the Ocean Wealth team offers personal service and greater flexibility in building my diversified portfolio that better aligns with my goals, especially during this increasingly destabilizing global economy. If you seek a hands-on personalized approach to financial and investment planning, look no further. Michael Hardy and the Ocean Wealth Group are personable, extremely thorough, trustworthy and knowledgeable, and I whole heartedly recommend them to anyone.

Todd Palmer Took the first time homebuyer class, Annette and her staff were extremely friendly and professional. For the class, she brought in 3 guest speakers to talk about specific areas of buying a home, such as a banker, realtor, and inspector. I would recommend this class for anyone who is looking to buy their first home and even those who havent purchased a home in numerous years as a refresher.

Jake Biernacki The people at Fieldstone Wealth provide what I consider the best customer service I have ever experienced. I hold elite status amount Delta, United and Hilton and if I combined all three of their customer service offerings, they wouldn’t even come close to Fieldstone Wealth. Specifically, I need to dedicate this review to my advisor Holden Borrelli. Holden has gone above and beyond to support me in my financial goals and plans. He has even gone out of his way for me to assist in helping me resolve issues with 3rd parties. Holden and the outstanding group at Fieldstone Wealth have secured a client for life. I would recommend them to anyone.