Heritage Financial Partners - Syracuse (NY)

Teresa Wright I have been with Martin since the 1990s. He and his office is always so helpful, caring and professional. I am so glad that we have continued throughout the years and for many more. Many of my friends are now with him, too. I recommend him highly!

Cindy Poole Brent is the best. He has helped me meet my retirement goals, and my ROI always beats my spouse’s Vanguard! Very easy to work with and gets results!

Andrew Thomas My business hit a wall during the pandemic but thankfully I reached out to the Hindsight Financials team and now my business is on the right track. They really took good care of my business and even my personal situation.”

Damien Top tier financial advising and more responsive than JP Morgan and Fidelity. Glad I made the switch.

Beckie Crestuk I highly recommend High Falls Advisors! They have been such a great team to worth on a personal level and business. The support they provide is something we have looked for for many years for our growing company and personal finances. And a very down to earth team that never make feel "dumb" for asking any questions. Glad we found them!

Vicki Mae Ive had nothing but wonderful, fast service with this bank, and every interaction has been stellar. Today was just an absolutely rotten day for me, and along came Jessica. Her smiling face and happy demenor always make such a world of difference. I left with a smile on my face and 2 little ducks in my pocket after an exchange asking how I was doing, and a reply of "oh, just ducky." She was a wonderfully bright spot in a cloudy day, and is an absolute gem of a person! Wonderful service, wonderful staff, wonderful experience!