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

Barbara Letherland Our loan officer, Ann made it a very easy, pleasant process. Always there to help with any questions and/or advice. First credit corp is definitely for the consumer.

Dennis Saporito Carmen has been very helpful to me and my family going well beyond expectations. She is experienced and knowledgeable and does not mind helping as navigate the healthcare space.

Melissa Wong Kristen is an incredible person to work with on money matters due to her compassionate, personal approach. She brings much needed offerings to those looking to get control of their finances: empathy and support. She is a clear communicator, friendly, approachable, and manages to acknowledge the complexities of money management while still breaking it down in a simply, easy-to-understand way. Shes a great teacher, cares deeply about her clients and Id highly recommend to anyone looking to work with a CFP who will work to understand their needs, values, and improve their financial situation.

Michael Beyser Efficient, straightforward. Peter came thru when my previous car went down, got me on the road in a heartbeat. No nonsense. Highly Recommend.

Tom Baglio Every