Daniel J. McMahon - UBS Financial Services Inc. - White Plains (NY)

jack zito My wife and I have been clients of Randy’s for many years. He has helped us achieve financial success which brought us to a wonderful retirement. He is responsive every time I call, email or text him. His advice is always spot on. I tend to get over anxious when the market is volatile and Randy is expert at talking me off the ledge. I highly recommend him for your financial investment needs.

Krystal Hansen-Heath Mr. Beason is very professional and understanding. He’s very responsive and explains things in a manner that you are able to comprehend along with leaving you feeling confident and knowledgeable.

Amy Walowsky We highly recommend Connell Financial Group.

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

Mitch F They are the best. Great people that go out of their way to help you.