Syracuse Wealth Management - Liverpool (NY)

Kimberly Reyes It is always a pleasure to visit the Bank of Greene County, Main St Catskill Branch. The employees are very friendly and helpful. Happy to bank with a local community bank.

matthew french Professional

Dom Palmo We can vividly remember meeting with Peter at our kitchen table for the first time nearly 35 years ago. We had just ended a relationship with a financial advisor who was clearly putting his needs over ours. As a result, we were a little leery, but Peter’s obvious knowledge and reassuring demeanor led us to the decision to begin working with him. This was, perhaps, the most important financial decision that we ever made. Over the years, Peter and more recently Justin and the entire O’Keefe Stevens Advisory team have worked diligently to build our assets. However, the value they provide goes beyond buying and selling stocks. They have facilitated our estate planning, provided advice to our adult children, helped us develop a financial plan and counseled us to stay true to the plan even through the downtimes. The individuals at O’Keefe Stevens Advisory are ethical, smart, and responsive to our needs. They have become more than our financial advisors. They are our friends. We highly recommend O’Keefe Stevens Advisory.

Graysen Betts My wife and I have had an outstanding experience with Sage-Rutty Advisors. From day one, their team has gone above and beyond to help us feel confident and secure in our financial future. They’ve provided expert, personalized guidance with our budgeting, retirement planning, and investment management. A special thank you to Craig—he has truly been the best. His knowledge, patience, and ability to explain complex financial concepts in a way that makes sense has made all the difference. We genuinely trust his advice and appreciate how deeply he cares about helping us reach our goals. Sage-Rutty is a top-notch firm with top-tier people. We highly recommend them to anyone looking for smart, steady, and trustworthy financial guidance.

Matt Anderson I had a client with lingering tax debt. My agent was respectful and very helpful with getting the balance due and informing me on how we pay the IRS directly on balances due like this. Did not wait on hold very long; I greatly appreciated the help they provided.