Garrett Clegg - RBC Wealth Management Financial Advisor - Syracuse (NY)

Sean Flaherty I have an account with more than one local bank but when I needed a specific signature on a form they were by far the most helpful. Another national brand bank did nothing but waste my time. Not the best interest rates but worth it for the customer service.

Lorraine Friscia Linda was the one who answered all my questions regarding deceased husbands account. She was professional, polite and courteous.

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!

Klim Kavall Financial advice, retirement assistance, and other forms of wealth management all under one roof! Steve and Alex are awesome!

jack zito My wife and I have been clients of Randy’s for many years. He has helped us achieve financial success which brought us to a wonderful retirement. He is responsive every time I call, email or text him. His advice is always spot on. I tend to get over anxious when the market is volatile and Randy is expert at talking me off the ledge. I highly recommend him for your financial investment needs.

Marina Hall Have charges on credit report from this company never had even heard of them .. kept getting collection calls !!! no knowledge of this company even existing