Pinnacle Investments, LLC - East Syracuse (NY)

Grant Russell This team of pros really exceeded our expectations

Renee Barmada Matt at Edward Jones has been exceptional in managing our financial needs. He takes the time to listen, understand our goals, and offer personalized strategies that fit our situation. His knowledge and clear communication give us confidence in our financial future. What stands out is his dedication to keeping us informed and his proactive approach. Whether it’s retirement planning or investment advice, we feel secure knowing we’re in great hands. Highly recommend Matt for anyone seeking a reliable and thoughtful financial advisor.

Jenny K. I was so unhappy with Apple Bank until I found Miriam Aidoo at the New City Branch. I travel alot and personal customer service is important to me. I am so grateful to have Miriam to work with.

Brad Berry I am always very satisfied. Knowable and customer service. The best.

Jonah Lipsky Stephanie has been a wonderful financial advisor for me over the past 6+ years. Ever since I got a job where I was starting to earn some extra income, she has been my go-to person for figuring out how to work with my financial situation to grow my wealth for the future, and also how to think about money and wealth for my life right now. More than just a financial advisor, she has helped me to think about money and wealth in a holistic fashion, since it really is not just the money that matters, but your quality of life that matters most. As a hourly-fee-only advisor, she has zero incentive for you to park your money with her, since thats not her business model. She only accepts an hourly fee, as opposed to managing your assets, which means her advice is free from any possible outside pressure to encourage you to do this or that with your money. Ive learned a ton from her, and I cant recommend her highly enough.

Karl Heck I had an excellent experience with Veronica and her firm. I had an extremely high-conflict divorce, and likely wouldnt have gotten through it without their work. Veronica is an advocate that can remain objective and advise her client appropriately even when she knows it isnt what you want to hear. I ended the case in a better place, which is all I can ask for.