Del-Sette Capital Management LLC - Schenectady (NY)

UCIS Making the transition to Winthrop Partners was the best financial decision my family and I have made. Our advisor, Ryan, is absolutely wonderful and has our accounts growing monthly. Making our future financially secure was always the most important piece for us but the relationship we have developed is such an added bonus. Give them a chance, you won’t regret it!

Michele Iorfida We have been clients for a few years now. Murray is very knowledgable! We are extremely happy with the services and how our retirement profile is being managed! I would strongly recommend checking CD Financial out for yourself!

Doug Most I’ve had an exceptional experience working with SKG Financial Group. Ben Soccodato is my advisor, but the entire team is outstanding! Every individual I’ve interfaced with is knowledgeable and responsive. SKG’s investment approach has consistently outperformed benchmarks without assuming an excessive amount of risk, achieving a perfect balance for my financial goals. One of the things that differentiates them from others is their willingness to evaluate my entire portfolio, including positions they don’t directly manage, and provide recommendations based on total invested capital. This "three bucket" approach to portfolio management is unique among the firms I’ve worked with or interviewed. It effectively reduces overall fees while maintaining a diversified strategy. It is one of the key elements to developing the trust that is so important with this type of relationship. I highly recommend SKG Financial Group to anyone seeking a trustworthy, results-driven financial partner.

Blanche Torain I had a serious issue with my bank account, it was tagged for Identity theft. This took place on the 4th of July weekend. I went in on Saturday the 5th and Matt did all he could to help me but the department that could verify and unlock my account wasnt able to do so until. Monday. First thing in Monday morning l was there. Unfortunately my account was unable to be unlocked due to being flagged, that was for my protection. I can truly say the time patience professionalism and knowledge that Matt showed was unbelievable. He got me set up with my new account transferred my funds explain how to use Zelle and remained so polite and compassionate through the process. Matt represents TD Bank at its Best.

Leo OConnor I may be a bit biased