Diversified Wealth Strategies, LLC - East Syracuse (NY)

Sheldon Soman They are a full service financial firm. They handle our taxes and investments. Larry even helped us complete our college financial aid forms, which saved us hours of work. I cannot recommended them highly enough.

Lenore Franzese Mark has handled my 403B for over 10 years and I am very happy with the results. Mark and Jen are both very knowledgeable and will give you the right guidance. I highly recommend them.

Nadine Elliott Jennifer at the Canton SBDC has been an invaluable help with both opening and maintaining my small business. She is incredibly friendly, extremely knowledgeable, and very easy to contact. She not only helped me create my business plan and apply for grants, but when I needed assistance with bookkeeping almost a year after I opened, she was able to explain unfamiliar concepts to me clearly and patiently all while offering great suggestions and support. Jennifer continues to give me great advice and has even introduced me to some other local professional services to help my business. It is mind blowing that a professional service this incredible is easily accessible and free! I cannot recommend the SBDC enough for anyone considering opening their own business, or even if you are already in business and struggling.

Helen Schreiner Janine and James did a great job with my mother’s estate sale. They organized the items for display nicely and there were a lot of items! The communication with them was also good and they accommodated us when we had to move the sale date back. They were great to work with! Thank you!

arnae walton I opened an account at the Bronx branch & the teller, Rosa Tua was very polite and helpful. She helped me every step of the way until I successfully opened an account with them! I felt comfortable and embraced here! Can’t wait to go back!