Custom Wealth Management, LLC - Syracuse (NY)

Dave We started working with Bill and AIO several years ago because we wanted our investing to reflect our ESG values. Bill has been very helpful to us, and his guidance is greatly appreciated.

Tom Gehrig Met with Andrew today to set up a Simple IRA for my company. He is extremely knowledgeable and went through all the options.

Aries H They have been doing my taxes for the last 3 years and I have never had a single issue with any of their services. They have always been upfront, friendly, and especially respectful with me and anyone I have referred to them. The staff is always so nice when I go there. Ill be a customer for as long as they are in business!

john patti Shawn is very knowledgeable and makes it clear that there isn’t just one answer for everyone. He makes sure he understands your individual circumstances and goals.

Joanne Bivona Wonderful experience. Robert and Bob are excellent at their jobs!