Focused Financial Solutions - Syracuse (NY)

Cathy LaRocca Steven is an in person advisor proficient assessing ones financial situation and is certainly accessible. His friendly demeanor, skill and experience puts me at ease as he suggests strategies and investments that I can feel comfortable with. He has configured a personalized retirement plan which has made my money grow well.

Dylan Stark Called to ask a simple question on if they can provide me a service and was hung up on.

Bethany Wolcott Choosing Calderone Insurance was one of the best decisions I’ve made! Recently I had my first accident I was so nervous about how to handle everything since it was the first issue I had. Heather made it so easy for me and painless! The shop she referred me to did an amazing job. Before I knew it I was back in my repaired vehicle like it never happened! Also they have competitive rates! I Highly recommend.

Shanna Rhodes Very nice staff, always have a smile on there faces. Very helpful to! And even with all of the changes were all going through during this pandemic, there doing a great job with keeping there staff and others safe. Keep up the good work ladies.

Tom Giunta Tim is a very smart and competant Investment Advisor who deeply cares about the people he serves. He has a passion for educating his clients to help them make the best financial decisions for their financial future. I highly recommend him for anyone who needs a financial needs analysis of their finances for proper planning and positioning of their goals and objectives.

Candy Corn I called this office because I wanted to change my federal income tax withholding, and I wanted help with the W-4 form. I made this very clear when I scheduled the appointment. I showed up to the appointment with all my documents and was told by Amy well nothing is standing out as looking off and she wanted to file my taxes first and then we could change my tax withholding. She didn’t file my taxes at that appointment she said she would call me when they were completed. Over a week later I receive a call that my taxes were completed and to come pay the invoice. I inquired about the W-4 form and was given the run around by the receptionist. I showed up to pay the invoice and explained the W-4 form was the purpose of the appointment. She explained Amy was busy with a client and couldn’t talk to me right now. I have called this office multiple times and I always get the run around, “Amy is busy filling taxes.” It has been over a month since I have last called the office, and I have not received a call back. I could have dropped my taxes off at H & R block, I went here because I needed help changing my tax withholding. It very sad that people continue to run dishonest businesses.

Adam Porter Bank teller Nicole was absolutely amazing helping me with my online banking

Krystal Hansen-Heath Mr. Beason is very professional and understanding. He’s very responsive and explains things in a manner that you are able to comprehend along with leaving you feeling confident and knowledgeable.