Northwestern Mutual - East Syracuse (NY)

Matthew Bobal Ive been working with Jake Katz for a while now and he is an awesome resource when it comes to financial literacy, planning, and retirement. Jake seems to remember everything we discussed previously, is up to date on new laws and regulations so much so that he actually helped my accountant find more savings, and is knowledgeable about the market and current events. Best part is Jake listens to what I say and want, and helps guide me to the best solutions rather than pushing me into a cookie cutter option. I highly recommend calling Jake and youll also feel comfortable having him manage your hard earned money and future.

Heidi Fox Always helpful everytime I have need to go to the bank.

Fay Chaskelson The nicest team in the world. Loved working with them!!!

Kevin Norris This firm has managed my portfolio for over twenty years with an excellent track record of " beating the street " year after year. I strongly recommend this firm to all of my friends and colleagues.