Paul Sypher - Prudential Financial - Cortland (NY)

Keith Brown Very knowledgeable.Have done a great job for me.

S Potter Great group of people. Helping people who truly need help and deserve it

Harold Sokol Excellent service. Great people.

john patti Shawn is very knowledgeable and makes it clear that there isn’t just one answer for everyone. He makes sure he understands your individual circumstances and goals.

Dakota Platt John Delvecchio was great to work with. He cared about my case deeply and did whatever it took and tried his absolute best for my desired outcome. Appreciate everything, was a real pleasure. Thank you for everything. Definitely one of if not the best lawyer in the area

Stephanie Langer Found Michael Rugers YouTube and blog post regarding inherited IRAs. He gave a more clear and understanding explanation of the 10-year Rule and Designated Eligible Beneficiaries. His posts are more current than any others I found. Michael also responded to my inquiry within 24 hours; which surprised me since I was expecting a later response since I sent my message so close to April 15, assuming he would be busy assisting his paying clients in preparation of tax day and with questions regarding the current bouncing of the stock markets.