JK Financial - Bayside (NY)

Kristina L I recently contacted RJ Caruso for some work I needed done. I sent a request through their website and was contacted back promptly. I was connected with Trisha who was incredibly knowledgeable and helpful. She was able to complete the work I needed done within a day and walked me through the process step-by-step. When I went to the office to sign paperwork the receptionist was just as helpful and kind. I will be using this company in the future and would highly recommend them. Thank you RJ Caruso & Trisha!

Jonah Lipsky Stephanie has been a wonderful financial advisor for me over the past 6+ years. Ever since I got a job where I was starting to earn some extra income, she has been my go-to person for figuring out how to work with my financial situation to grow my wealth for the future, and also how to think about money and wealth for my life right now. More than just a financial advisor, she has helped me to think about money and wealth in a holistic fashion, since it really is not just the money that matters, but your quality of life that matters most. As a hourly-fee-only advisor, she has zero incentive for you to park your money with her, since thats not her business model. She only accepts an hourly fee, as opposed to managing your assets, which means her advice is free from any possible outside pressure to encourage you to do this or that with your money. Ive learned a ton from her, and I cant recommend her highly enough.

Linda Glover My experience with CFCU has been nothing but positive. For me, its very accessible both physically and digitally, they offer a wide range of services and options, are much more customer focused than traditional banks. Its a refreshing alternative to for-profit corporate banks.

Mitzi Vanetten Very good employees

America Stores-It LLC We cannot say enough good things about Syracuse Wealth Management and their incredible team. From day one, they’ve gone out of their way to build a personal relationship with us and truly understand our financial needs. They are always there to answer any question, big or small. Ashley is an absolute pleasure to work with—she brings great insight, makes everything easy to understand, and always has our best interests in mind. Gary takes such a clever, straightforward approach to our investments, and we really value his honesty and strategy. And Ron, the tax guy—fantastic! He makes what could be stressful simple and seamless. The staff here are more than just financial advisors—they’re trusted partners who make us feel confident about our future. Highly recommend! Emma, Kurt and Team at America Stores It

Kevin Norris This firm has managed my portfolio for over twenty years with an excellent track record of " beating the street " year after year. I strongly recommend this firm to all of my friends and colleagues.

Fay Chaskelson The nicest team in the world. Loved working with them!!!

Kiara Stewart Its awsome and you with get your money in one snap wink wink