Edelman Financial Engines - East Syracuse (NY)

Paul Schroeder I dont know what the deal is with the other two people who reviewed Schwab but I totally disagree. I have been using them for many years and they always provide exemplarily service and good advice. Their platforms are great and capable of significant depth for an investor.

Bonnie Lant I had a great, no stress and very pleasant experience! It has been great to help my grandson to get his first truck! Because of people like you I was able to make Keith very happy!

Elizabeth Mondrick I transferred my account to Strategic two years ago and I couldn’t be happier with the firm, the principles of the firm and my personal advisor, Greg Mattacolla. The volatility and the normal fluctuations of the markets can be nerve racking and/or emotionally distressing but I have been and continue to be confident in the Strategic approach, experience, attention to suitability requirements and hands on, 24/7, availability and communication. I have never waited more than a few hours for an answer to a question, advice or direction. I cannot recommend Strategic highly enough…these people really care.

John Manna We have been dealing with Mark Jones and Rise Advisors for almost 10 years. They analyzed our financial position, provided recommendations and strategies for our retirement and continue to periodically review our portfolio to insure we are well positioned for our future. Mark has also provided recommendations on accounting support, and legal issues pertaining to our will and trust. We feel we are in very good hands with Mark and Rise Advisors.

Lisa Pearce The tax preparer are good , the manager is rude and disrespectful! She has been there to long. Time to transfer her and place someone else there. She is racist against african american. We dont need that in the bronx.

Frank Wisniewski They were very helpful for my needs

Leanna Gately Absolutely disgusting and disturbing and very disrespectful DO NOT RECOMMEND BRINGING YOURE FAMILY HERE.