Rialto Wealth Management - Syracuse (NY)

Mary Picerno I have appreciated my 10 year relationship with Bouchey Financial, and so has my family. Its been helpful and convenient to consolidate my retirement and investment accounts in one place so I can see the bigger financial picture. I have always found Martys guidance and our in-person meetings helpful. Marty and Sam are creating a flexible retirement plan that will help me prepare for my eventual retirement, and adjust as I age. I really appreciate that! Im grateful for all the support over the years! Thank you!

Andrea Kaplan I first met Nick 8 years ago while I was still in nursing school, and he’s been the most reliable and trustworthy guide for my finances ever since. Hes realistic, thorough, and present-based but future-oriented: helping me visualize action plans for my short-term, mid-term, and long-term goals—both personal and professional. He has helped me steadily grow my savings while planning for the future, even during stressful and uncertain times. Nick and his team bring deep expertise in new business/ tax strategies, investments, and retirement planning, yet always keep conversations positive, clear, and easy to understand. I really appreciate their quick response time and how they make sure I feel confident in my decisions.. I always leave our calls feeling motivated, as if I just went to a life coach. Whether you’re a parent, a small business owner, and/or just trying to capitalize, Nick is the trusted contact I would choose for financial planning.

Tiger Wong Youfu Business Alliance is a trustworthy and professional team! I didnt know much about life insurance before, and I was always worried about buying the wrong product or not having adequate protection. But here, the consultant patiently understood my needs and tailored a suitable life insurance plan for me. He also provided me with a detailed retirement plan, which made me more confident about my future life. The whole process was very professional and the service was sincere. I highly recommend it to friends who need life insurance or retirement planning.

Compost Envy This post office has beyond excellent customer service! The post master tracked my lost package, helped me file a missing package claim, and then he followed up once he received more information. The package was delivered because of this post master. I truly respect and appreciate the wonderful customer service!

Terrencio Elder What can I say, Mary Jo have been helpful for me through this process inregards of purchasing my home. She answered all my questions and concerns, what to expect when half to provide paperwork. It is was a little overwhelming because so much is required, but over-all her and her team delivered exceptionally. I would recommend Homestead to any 1st time or regularly home buyer. Great work.