M&T Bank - Troy (NY)

Joanne Condren I’ve been with Eric for quite a while! He’s a great investment advisor! I would recommend him highly!

Abigail Davidson What a great company! Great people, great service, great rates. A true pleasure working with them!

Rita Bobe-Saleh Love Thomas!! On time. Detailed. Professional.

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

Roy Meadway As I approach 55 they helped me maximize my retirement plan to have the most money possible when the time comes.

Taylor Tinneny Im giving 5 stars to one person and thats to Margarita. Im a little late doing this because I have two claims boys at home and they distract me. As she heard, she was so nice and friendly and didnt seem to be bothered by my noisy background. She was kind and we laughed about some things together. She made me feel very welcome. She helped me start my service and it was so easy because of her. She is wonderful and deserves a pizza party!!

Susan Su Great seminar, very informative and I learnt new way to save tax money!

Johhn Othad This bank is lit fr switch from cfcu

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.