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

Carmen Bonne-Annee This has been my bank since they opened in Lake Katrine in 2009. I have needed their services multiple times from making a simple deposit or withdrawal to getting information on CDs and other loans. I have never been disappointed with the branch. Their dedication and professionalism has been their standards. Thank you for coming to our community and changing how banking is done! :)

Julie Phone calls go to voice mail and calls are never returned!

Emma Best They helped me get back into my account when it logged me out. A big thanks to them thank you!

Paula Alberti Daniel at the Catskill NY location is great to deal with and helps me through filing two businesses and our personal taxes with ease.

Avery Samuels Would take my business somewhere else very unorganized and unprofessional. Anyone else considering should look somewhere else

patrick julian Nicole Taylor in New Hartford branch is knowledgeable , professional and caring. Always called to update and answered my calls immediately. Knew I was in time constraint and made sure it got done. Thank you Nicole

Anne Burns Thomas My husband and I have different levels of financial knowledge and interest in planning, which often made for difficult conversations. Working with Paul and his team has helped us to be on the same page, working through our assumptions and agreeing on directions forward. Although Paul isnt a counselor, the straightforward way that he has approached building our knowledge base and supporting our decision making has had a very positive effect on our financial conversations. I strongly recommend working with LRA.