Planned Results Inc. - Syracuse (NY)

The Messenger I was a bit hesitant to go to this bank because of the reviews. On the contary, These ladies were beautiful with me. I know it wasnt for my looks but their formality. Stephanie, oh Stephanie, she made it quite simple for me to do my transactions. The other ladies were just as gentle. I need to go back again and revisit these queens. Thank you ladies for going that extra Mile with me on this one and hopefully, I will return soon.

M K Great experience Exceptional customer service

Cathy LaRocca Steven is an in person advisor proficient assessing ones financial situation and is certainly accessible. His friendly demeanor, skill and experience puts me at ease as he suggests strategies and investments that I can feel comfortable with. He has configured a personalized retirement plan which has made my money grow well.

Debra DaGata Not one office is open past 2pm today (New Years Eve) and they are closed Friday AND Saturday!! Interest rates are almost non-existent. You almost feel like they think they are doing you a favor by cashing a check! Im seriously considering taking all of my money out of there. Very unhappy right now.

arnae walton I opened an account at the Bronx branch & the teller, Rosa Tua was very polite and helpful. She helped me every step of the way until I successfully opened an account with them! I felt comfortable and embraced here! Can’t wait to go back!

Tony M Our family has been using Rialto to manage our finances since its inception and couldn’t be happier. They are very smart, responsive, patient, and always give us the time we need to understand investment decisions. As our financial picture gets more complex, we always feel confident that Ethan and the team at Rialto will take good care of us. Don’t hesitate to call them for a consultation.