NBT Bank of Cortland - Cortland (NY)

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

Greg Zeman I went from struggling to make ends meet as a freelance journalist to owning a home with a swimming pool, and when Im vacuuming the algae out of that pool, its Mike I blame for my trouble. His scope of knowledge is vast, his instincts are sharp, and he always has a handful of options tailored to different investment approaches: Whether you want to hedge your bets or take a big swing, he has a plan (with several contingencies) tailored to your goals. I made more money working with Mike than Ive ever made doing anything else - the man knows his stuff.

Stephanie Vidal I’ve been a client for almost 10 years and each time had a great experience. Mr. Waters is extremely knowledgeable and is helpful with any questions I have at all times. I highly recommend using them for your tax needs!

Lou People like me shouldnt have money. Thats why my parents recommended Ed Grassi at Burns. I started an account with him and it has been a success ever since. The company feels personal and responsive. My name is Lou and I stand by all my reviews.

Sara Pines Matt is wonderful to work with. He is patient, respectful, attentive, and kind. Easy to reach and responsive t my many questions. I am old and cant keep up with the research needed to manage my 60 year old portfolio. Matt has helped sell what was no longer profitable, especially foreign stock. He has me develop a portfolio appropriate for my age and financial needs. I feel more calm financially since he i doing the work I can no longer do.