Rialto Wealth Management - Syracuse (NY)

Gregg Pugliese Ive done banking here for years. Things always change as personell change. There staff is always friendly and have always treated me well. Do I like bank fees? No but at least they give you a list up front.

Luke Laurence Working with Stacy was an extremely fair, efficient, and transparent process. If it wasnt for the timeline in which she was able to operate in, my growing family would have missed out on our forever home. We are grateful and indebted to her and Commercial Express for the service they provide to people with unusual circumstances, like ours were.

Anthony E. Vega Great branch. Get all your retirement and investment questions answered here. Eli has a wealth of knowledge.

Cathy Hanczaryk I usually go to the ATM but there was someone using it and I was in a hurry so I went to the counter.

Samantha Beecher I am actually Samanthas Dad and I have the AmeriCU account (not sure what happened here). Ive had accounts at Key Bank, Community Bank, NFCU, and Redwood and maybe more. When I was going to receive SSDI, I needed an account. Key Bank said no because I had paid off a small car loan 6 months early.....40 years ago. Community said no because I defaulted on a loan balance of $600 15 years ago....I had their correspondence in my hand to prove I paid it (amusingly, they had to cash my checks as theyre government checks written on their bank! Lmao!). I didnt ask NFCU because I was always treated as a low life when I had an account there... mustve been the hair and tattoos ( my signature was forged on some papers and they wouldnt even look into it even though I could prove it wasnt my signature). I called AmeriCU...as soon as I said "disability" I was invited to open an account. I mentioned my apparently poor banking history. It didnt matter. They have suffered my ignorance, unresponsiveness, frustration, and having to repeat themselves regularly. My credit score is good now with very little effort on my part. Wouldnt be doing as well with finances now if not for them. Stop in, have a cold drink, or hot, or both. They might not be for you. But I treat them the way I expect to be treated and if theyre whispering and giggling behind my back, theyre waiting til Im gone! Kudos, AmeriCU. I wonder if theyve a dating service? I Love You, AmeriCU!

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

Natan Felipe Very Professional ! The staff were great and very helpful. Strongly recommended