Legacy Wealth Advisors of NY - East Syracuse (NY)

Liz NY If you want to build your business if you want to protect your family this is the correct place to come. Just so the same way that others did. Just do it !!!!

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.

William Toussaint The experience at Fidelity Investments was very professional and courteous. Alexandra was diligent, knowledgeable, patient, and thorough. She took time to explain the processes involved and was invested in the client. I highly recommend Fidelity Investments based on my interaction.

Jill DeMatteo Purchased a used beautiful JD 320 riding mower! Started with a phone call to Clifton Park. Paul was very helpful steered me in the right direction. Call up to Malone NY branch where I worked w/Chet in sales. Long story short, he had it sent (no charge) to their MountainView branch in Plattsburgh where I picked it up after a thorough lesson from general manager Tom who was very patient. This is different from any riding mower Ive owned and Ive had three in 40 years. Chet is even sending me a manual! Got a parts discount on a seat cover and some oil courtesy of military discount which I greatly appreciated. Excellent all-around teamwork and service. I hope to have this for many years but when its time for another one Im going right back to these guys. Well done. Thank you.

Taj McWilliams The staff there is very Rude and unprofessional. Peter Amorosi is a disgrace to the town and swears to the public assuming he has authority over us which he has non. Very rude and unprofessional. Star ratings is a 1 for there rude personnel. There is a Cop who violated an auditor’s rights and should be reprimanded. He did no investigation and violated a person’s first amendment right. Fix this Now!!!!!

john patti Shawn is very knowledgeable and makes it clear that there isn’t just one answer for everyone. He makes sure he understands your individual circumstances and goals.

Thomas Zimmerman Professional, knowledgeable, thorough, client oriented wealth management company. Your financial future couldn’t be in better hands. Jonathan, Carolyn & Matthew will competently walk with you to accomplish your investment goals.