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

Roberto Capriotti A very intuitive system that is all there for you! The staff is super friendly and knowledgable. Ive never been let down by Greenslate! Go for greenslate!

Todd Palmer Took the first time homebuyer class, Annette and her staff were extremely friendly and professional. For the class, she brought in 3 guest speakers to talk about specific areas of buying a home, such as a banker, realtor, and inspector. I would recommend this class for anyone who is looking to buy their first home and even those who havent purchased a home in numerous years as a refresher.

America Stores-It LLC We cannot say enough good things about Syracuse Wealth Management and their incredible team. From day one, they’ve gone out of their way to build a personal relationship with us and truly understand our financial needs. They are always there to answer any question, big or small. Ashley is an absolute pleasure to work with—she brings great insight, makes everything easy to understand, and always has our best interests in mind. Gary takes such a clever, straightforward approach to our investments, and we really value his honesty and strategy. And Ron, the tax guy—fantastic! He makes what could be stressful simple and seamless. The staff here are more than just financial advisors—they’re trusted partners who make us feel confident about our future. Highly recommend! Emma, Kurt and Team at America Stores It

Maryrose Angelo Jason has handled all of my accounts for the last 6 years and I couldnt be happier. I always know hes going to be upfront with me with, no bs and I appreciate that especially when it comes to my financials. Very knowledgable and easy to work with. Sometimes things just work, and working with Jason works.

Teresa Wright I have been with Martin since the 1990s. He and his office is always so helpful, caring and professional. I am so glad that we have continued throughout the years and for many more. Many of my friends are now with him, too. I recommend him highly!