William L Currie - Morgan Stanley - Ithaca (NY)

Jeremy Bates Have had a great experience here for a long time!

Dawn Pawliczak They are the best at what they do and are friendly doing it!

Glenn Sarsale Abel has been an exceptional financial advisor for our family. He helped us streamline our finances and set realistic, achievable goals that perfectly align with our long-term plans. From saving for our sons college education to ensuring we’re properly protected and planning for our retirement, Abel covered all aspects of our financial future. He takes the time to explain things clearly, offers personalized advice, and makes sure we feel confident in the decisions we’re making. We highly recommend Abel for anyone looking to secure their financial future!

Shannon Buckner Wonderful staff

Lisa Michael When my family first started out, ensuring our financial security was a top priority. We were fortunate to be referred to Jim Leo by a friend. From our initial meeting, we found Jim to be not only knowledgeable, but also incredibly patient and thorough in answering all of our questions. He never pressured us into any decisions and was always attentive to the management of our portfolio. Years later, we are grateful for the trust we placed in Jim Leo. His services have been invaluable, and he has also provided excellent referrals for other services we have needed. I highly recommend Jim Leo as a financial advisor.

Grant Russell This team of pros really exceeded our expectations

Debi Johnson Good advice and friendly