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Pinnacle Investments, LLC. The Sedgwick Group - Syracuse (NY)

Address: 🏡 531 Oak St, Syracuse, NY 13203, USA
Phone : +1 (315) 295-7334
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJwW6zyFTy2YkR35lbfAtyE2k
#New York

Calderone - Lockport

Bethany Wolcott Choosing Calderone Insurance was one of the best decisions I’ve made! Recently I had my first accident I was so nervous about how to handle everything since it was the first issue I had. Heather made it so easy for me and painless! The shop she referred me to did an amazing job. Before I knew it I was back in my repaired vehicle like it never happened! Also they have competitive rates! I Highly recommend.
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Student Financial Services - Utica

Edwin Rojas They have been nothing but perfect! As an Online student I dread calling in. But every time I have called in nothing but perfect and nice and professional over the phone. And remember people always have bad days, just because one person gave you an attitude does not mean they are always like this. We all have bad days.
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Pessah Financial Services - Staten Island

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Greylock Federal Credit Union - Hudson

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OKeefe Stevens Advisory, Inc. - Rochester

Dom Palmo We can vividly remember meeting with Peter at our kitchen table for the first time nearly 35 years ago. We had just ended a relationship with a financial advisor who was clearly putting his needs over ours. As a result, we were a little leery, but Peter’s obvious knowledge and reassuring demeanor led us to the decision to begin working with him. This was, perhaps, the most important financial decision that we ever made. Over the years, Peter and more recently Justin and the entire O’Keefe Stevens Advisory team have worked diligently to build our assets. However, the value they provide goes beyond buying and selling stocks. They have facilitated our estate planning, provided advice to our adult children, helped us develop a financial plan and counseled us to stay true to the plan even through the downtimes. The individuals at O’Keefe Stevens Advisory are ethical, smart, and responsive to our needs. They have become more than our financial advisors. They are our friends. We highly recommend O’Keefe Stevens Advisory.
5 /5