Securities & Investment Advisors - Canastota (NY)

Cole Ellison I have not had to deal with the place of business personally; however one of my close friends does associate with this place of business and they are having a less than satisfactory time. Code enforcement condemned their apartment; The company has been notified of these issues prior to the condemnation of the apartment. They have not provided temporary housing or housing assistance. They have not communicated their concerns well enough either. The way they are handling this situation, has been best described as unprofessional.

Theodore Karabetsos Nice customer service and kind employees

Anthony The smartest business decision that I’ve made, it’s obvious that they know what they’re doing, but more importantly, the way they explained it puts your mind at ease, helps you feel confident in your endeavor and let’s you know that you have an experienced, client, friendly team behind you every step of the way, and they let you know more than once that they are there for any question you might have. Thank you for putting my mind at ease! Five stars every day!

Michael Barth The best in banking and customer service! Everyone is so great and helpful. The only option for me in Riverhead. Much respect to the branch manager and Christopher. Always a pleasurable experience whenever Im there

Doug Most I’ve had an exceptional experience working with SKG Financial Group. Ben Soccodato is my advisor, but the entire team is outstanding! Every individual I’ve interfaced with is knowledgeable and responsive. SKG’s investment approach has consistently outperformed benchmarks without assuming an excessive amount of risk, achieving a perfect balance for my financial goals. One of the things that differentiates them from others is their willingness to evaluate my entire portfolio, including positions they don’t directly manage, and provide recommendations based on total invested capital. This "three bucket" approach to portfolio management is unique among the firms I’ve worked with or interviewed. It effectively reduces overall fees while maintaining a diversified strategy. It is one of the key elements to developing the trust that is so important with this type of relationship. I highly recommend SKG Financial Group to anyone seeking a trustworthy, results-driven financial partner.