Mariner - Syracuse (NY)

Tom Schimmerling I began using Mr. Kelley and his wonderful staff when my long time CPA passed away unexpectedly. They do a terrific job. I highly recommend Creative Tax Planning.

Gina Rosario The team at roc funding was super helpful and polite. They answered all of my questions and gave me a litany of options for me to choose from. The representative I spoke with, was really attentive to my concerns, and explained thoroughly exactly what the best options for me, and my husband’s business would be.

E Cap I have been with Fagan Associates for many years. Dennis and his team continue to impress me. They understand my goals and are frequently tweaking my portfolio as the market changes. I have been with other advisors in the past and they made little to no changes to my account. Also these bank affiliated advisors would always push the garbage that the mother ship was underwriting. Fagan puts my interests at the front of the line as it should be. I have many families members who are with the Fagans and we are extremely happy with their level of service, knowledge and caring. Fagan Associates is the real deal. Thank you Dennis! Ed

Bev Mello Awesome people to deal with friendly staff who are willing and capable of helping you out with any concerns you may regarding your account.