Merrill Lynch Financial Advisor James Gallego - Garden City (NY)

Marco Berna Great Service and advice. Isaac is very knowledgeable, responsive and does an exceptional job!

Jean Carlson Thomas Gwin is an excellent professional financial advisor. He is very knowledgeable and understanding. I trust his financial advice.

Graysen Betts My wife and I have had an outstanding experience with Sage-Rutty Advisors. From day one, their team has gone above and beyond to help us feel confident and secure in our financial future. They’ve provided expert, personalized guidance with our budgeting, retirement planning, and investment management. A special thank you to Craig—he has truly been the best. His knowledge, patience, and ability to explain complex financial concepts in a way that makes sense has made all the difference. We genuinely trust his advice and appreciate how deeply he cares about helping us reach our goals. Sage-Rutty is a top-notch firm with top-tier people. We highly recommend them to anyone looking for smart, steady, and trustworthy financial guidance.

Review Squad 11 Excellent service. They take great care of growing & protecting our retirement funds & the app is easy to access! 5/5!

k hunn Ive had the pleasure of working with Terri Krueger for nearly a decade. Throughout our partnership, she has consistently proven to be incredibly trustworthy with handling finances, reliably available, and dedicated to staying updated on financial market trends and developments. She has a genuine concern for others and contributes to charitable causes. Because of her remarkable generosity and extensive knowledge she has received numerous awards and global recognition. I would recommend her business and give it the absolute highest rating.

Ruben Rangel Kyle is on point and very professional. I reached out and that was it!!! He handled it from there! Very blessed to have worked and continue to work with him. Ty

Scott Carroll They are all awesome there. I bank at the main location and a convenience location. Both are filled with helpful friendly people