Pinnacle Investments, LLC - East Syracuse (NY)

C An overall professional and friendly experience. Mark and his staff are friendly and I was able to simply bring in my forms and sign a few papers during a single ~10 minute appointment. I received my return as a direct deposit and it came very quickly which was very convenient!

Tiger Wong Youfu Business Alliance is a trustworthy and professional team! I didnt know much about life insurance before, and I was always worried about buying the wrong product or not having adequate protection. But here, the consultant patiently understood my needs and tailored a suitable life insurance plan for me. He also provided me with a detailed retirement plan, which made me more confident about my future life. The whole process was very professional and the service was sincere. I highly recommend it to friends who need life insurance or retirement planning.

Angry Boomer Im a small time investor but they treat me like a millionaire! Ray K. is an amazing advisor. He will just call me out of the blue at times just to see how Im doing and give me a run down on my portfolio. (Even though I started with less than 30k). He saw me through the pandemic thus far taking me from an initial loss of around 6-7k to a 30% gain over my original deposit! (Results may vary). He always returns may calls! If you pulled your funds in the midst of "pandemic losses" you made an amateur mistake - dont blame Poppy, blame your self! Ray wasnt afraid to call me and tell me about the initial losses. He told me to sit tight which I already knew having watched people lose money during 911 because they withdrew it in a panic. Anyway five stars to Poppy and especially to Ray - Thanks!

winter sears Marcia at the Watertown/Fort Drum office helped me so much, very helpful & informative & answered all my questions :)

Dave Muz Ive had a great experience working with Sam Bloomberg for the last few years. Hes both knowledgeable and proactive when it comes to handling my complicated financial situation. I appreciate his willingness to seek out deductions that support my business goals and support my long term growth. Thanks Sam for all the support!

Rebecca Odoardi We had an outstanding experience working with Joel Bartlettte at Launch Financial. From start to finish, Joel made the entire loan process smooth, and incredibly efficient. He was always available to answer questions, kept us informed every step of the way, and took the time to explain everything clearly. It’s rare to find someone so professional, knowledgeable, and genuinely committed to helping clients succeed.

Alina Yermolova I had an amazing experience working with Maria Rahmani! As a mom, finding the right life insurance policy for both myself and my son felt overwhelming at first, but Maria made the entire process smooth, clear, and stress-free. She was incredibly knowledgeable about all the options available in Florida and took the time to explain everything in detail—no pressure, just honest advice tailored to our needs. I truly felt like she had our best interest at heart. Thanks to her help, I now have peace of mind knowing my family is protected. Highly recommend to anyone looking for a trustworthy and professional insurance broker!

sandy tzul Responsible company and very friendly staff, especially Mr. Alan.

Elk Hunter Nice little local, friendly bank