Hill & Associates Financial Services, Inc. - Syracuse (NY)

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!!!!

Lisa Pullaro We are very pleased with the service, advice and communication we receive from Renee and Cody at Valley Investment Planning (VIP). We have worked with VIP for over 15 years and have complete confidence in their knowledge and expertise. They remain current on market conditions and investment products and have consistently worked in the best interests of their customers. We highly recommend VIP without reservation and are pleased that our daughter is now investing through them as well. Renee and Cody are personable, truly care about their clients and are readily available. Their communication is excellent and they always make you feel welcome and valued.

Eula English Miguel is knowledgeable and very good at breaking down information in a way that is understandable. I trust his financial expertise to work on my behalf. I recommend to any who is interested in finding a financial advisor who will take your needs into consideration.

Aryeh As an attorney practicing in the field of retirement funds, I am consistently impressed with Ari’s knowledge of the field as well as his dedication to his clients. Ari eats, lives and breathes finance and he is fully engaged in his client’s long-term goals. I’ve spent much time chatting with Ari about macroeconomic matters and I find him to be intelligent, understanding and clear-headed. His analysis of market data combined with his shrewd understanding of human nature enables him to comprehend retirement needs and planning strategies. I highly recommend Ari as a first-class financial-planning concierge for all your family and business needs.

Edward Casazza I recently worked with Jheilyno Colon, a Mortgage Specialist from Farm Credit East and he was excellent. His knowledge around the products was strong and clearly explained the differences in various loan products.Given fairly complex circumstances, I appreciated anytime he wasnt 100% certain of an answer he communicated that and got an answer right back after he completed his due diligence. Ive often shopped for rates in the past but early on in this process I felt even if there was a slight difference in cost it was worth it to work with Jheilyno.

Carly Katz-Hackman Have really had an amazing experience so far in my almost two years with BKFi. They are 1. Awesome humans, and 2. Really understand where my family wants to go with our finances and has done so much to help us get there. My pet peeve is leaving money on the table, and they ensure that its all in my pocket and the table is wiped clean. And we have fun while were at it! Nothing but great things to say!