USDA Farm Services Agency - Geneseo (NY)

Robin Cortese Angela Renna has represented our Business for over 10 years. She’s handled our Company’s 401 k programming along with benefit offerings for our 168 employees. All with white glove and five star service. A personalized meeting which continues, following the sales of our business. We have been extremely fortunate to be aligned with such a professional. I highly recommend her as a representative for wealth management and employment benefits.

Suzanne Wass We have been with Urist Financial for 30 years and have always been very satisfied with Georges management of our accounts. George and his staff have always been most helpful. George takes the time to explain things until we understand how he and his firm are managing our financial assets.

Denise Pacheco Ive had a great experience working with Jerry and Jen. Theyre knowledgeable, responsive, and take the time to explain everything clearly. I feel much more confident about my financial future thanks to their guidance. Highly recommend to anyone looking for personalized, trustworthy financial advice.

Geneia Rood I just got off the phone with a woman named Lynn and she was extremely rude to me as well my public assistance was denied and I was just asking why and she said “you did not report that u applied for unemployment” then said that when she looked to see if I had applied and that they hav acess to see if I did that I didn’t! I was very confused and with all of the call volumes of calls to unemployment I wasn’t able to get through for weeks! At the end of the phone call she hung up on me! She wouldn’t let me talk and she was not professional at all!

Jeremy Donohue Very knowledgeable. Great customer service!

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