Edelman Financial Engines - East 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

M Safiullah They are very nice and talkitive they have no online sign in system its amazing they listen our problem very carefully even its amazing place for kids the guard is outsanding overall i will recomend that place to go there they try to understand if english is not our first language Super amazing

Anthony DeMiglio Both Jeremy and Barrett are amazing to work with , the depth of knowledge and personal attention to my specific financial needs are incredible. Ive work with many firms over the years and can say without reservation they are the best , hands down.

Casey Desrocher Their wonderful people who know you by your first name and very friendly willing to help you with anything I recommend this bank.

Lisa Pullaro We are very pleased with the service, advice and communication we receive from Renee and Cody at Valley Investment Planning (VIP). We have worked with VIP for over 15 years and have complete confidence in their knowledge and expertise. They remain current on market conditions and investment products and have consistently worked in the best interests of their customers. We highly recommend VIP without reservation and are pleased that our daughter is now investing through them as well. Renee and Cody are personable, truly care about their clients and are readily available. Their communication is excellent and they always make you feel welcome and valued.