Eastgate Financial - Syracuse (NY)

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

Jamie Andera I just want to acknowledge an employee. Hoping that Chelsea Robinson gets the credit she deserves. She is a professional and also compassionate. In this day and age its refreshing to work with a person and an establishment that excels in customer service. Ms. Robinson exemplifies this and more. I would like to commend her and if she were my employee, Id give her a raise, a promotion or at least take her to lunch! Thank you again Chelsea.

Chris Dewards I’ve worked with several financial planning firms over the years, and candidly, most left me frustrated, whether due to inexperience, high turnover, poor follow-through, poor or rushed service, and a general sense that I was just part of the assembly line. Most importantly, I found that firms in the past were always ‘selling me’ on something (ex: an annuity or life insurance policy I didn’t need) vs. educating. About 3 years ago I moved my family and business wealth to AFG, specifically Steve Kennedy’s team. A few things that were impressive: Responsiveness- regardless of the complexity. Never issues sending an email into the void. Nothing slips through the cracks. High-Level Acumen without the sales pitch- Steve’s been able to navigate extremely complex financial, estate and business owner topics and distill them down into plain English. Support Staff- Whatever model they have, works real well. You don’t feel like you’re dealing with a call center but a well-run family business. With Steve and his team, we feel as if we are family. After years of bouncing between other firms that never really delivered, I couldn’t be happier with AFG. The combination of responsiveness, depth of knowledge, and the way they humanize financial planning is exactly what I had been searching for. — Chris

Dave Muz Ive had a great experience working with Sam Bloomberg for the last few years. Hes both knowledgeable and proactive when it comes to handling my complicated financial situation. I appreciate his willingness to seek out deductions that support my business goals and support my long term growth. Thanks Sam for all the support!

Sharona Allen OH MY GOSH! The employees here are so nice here. When speaking to Marry I literally had one of the best conversations I’ve ever had in my entire life. Sure I’m not the most social person in the world, but still it has to mean something. If only I can open many more accounts just to be in such an amazing and friendly environment. Would definitely recommend to all my friends and family 100%. Love and God Bless.

Anita Martin Meghan is so intelligent and financially savvy. I trust her and her suggestions. She has never steered me wrong and her friendliness is a huge plus.