Custom Wealth Management, LLC - Syracuse (NY)

Aryeh As an attorney practicing in the field of retirement funds, I am consistently impressed with Ari’s knowledge of the field as well as his dedication to his clients. Ari eats, lives and breathes finance and he is fully engaged in his client’s long-term goals. I’ve spent much time chatting with Ari about macroeconomic matters and I find him to be intelligent, understanding and clear-headed. His analysis of market data combined with his shrewd understanding of human nature enables him to comprehend retirement needs and planning strategies. I highly recommend Ari as a first-class financial-planning concierge for all your family and business needs.

Deb DiMatteo Generations Bank has been wonderful for our family. My 97 year old mother gets cash to pay for things and she writes out exactly what she wants in a variety of bills. The staff are very patient with her and cheerful to us.

Maryann Van My husband and I have been clients of Quest Financial for well over two decades now. Their services is excellent. My advisor is there when I need him. They were there when I retired. They were there when we had our grandchildren. We appreciate everything they have done to help us make smart financial decisions along the way. On top of all of that...they are local.

Robert Everyone there helped me so much when I opened my acct. there. Thank you all...., Robert

Katherine Howard We are Dean Rothman fans! Over a number of years Dean has helped us to have a safe and secure retirement. He is patient, available, smart and friendly and we are glad we found him. Ralph and Katherine