Excelsior Wealth Partners | Investment Advisors, Financial Planners - Syracuse (NY)

5 /5 Will Kesecker: I had the pleasure of meeting Russell to discuss my financial future. This has been a stressful topic for my wife and and really hoped to find someone that could point us in the right direction in how to manage or investments. Russell was up for the task, He sat us down and explained the different things we can do to ensure or financial safety as we grow older. He made us feel like we where a friend of the family and not just another client to add to his list. He made sure that we understood the different risk levels and what he felt would fit us best! In the end I left the meeting feeling empowered and ready to take on the next step in life to provide myself and my family the life style we have worked so hard to get! Thank you again Russell for putting us at ease and showing us that this is a very manageable process with the right people on my team!!!!

5 /5 Kim Cole: My husband and I moved our retirement at the recommendation and urging of our daughter, Jessica. Russell Stout is professional, very knowledgeable and committed to keeping up to date with current and projected investment trends and data which he communicates timely via e-mails and in-person meetings. He is personable and takes the time necessary to educate us in laymans terms, for which we are very thankful and a little bit more investment savvy, :-). That said, we are very pleased with the move we have made and our continued relationship with Russell Stout at Excelsior Wealth Partners.

5 /5 Kristine Barrett: I’ve been extremely satisfied with Matt and his team. They are very responsive and willing to answer questions quickly. They offer phone , virtual or in person visits each quarter.

5 /5 ralph placito: Matt and the team at Excelsior has been extraordinary to work with. Everything and everyone I have had the pleasure to work with has been great. I highly recommend Excelsior Wealth Management!

5 /5 Kathy Purcell: Matt and Jessica have been wonderful to work with. Their quick response time is amazing. It’s been a pleasure to work with them both!