Find the Best 18 Finance services in Syracuse, NY (Part 2)

k hunn Ive had the pleasure of working with Terri Krueger for nearly a decade. Throughout our partnership, she has consistently proven to be incredibly trustworthy with handling finances, reliably available, and dedicated to staying updated on financial market trends and developments. She has a genuine concern for others and contributes to charitable causes. Because of her remarkable generosity and extensive knowledge she has received numerous awards and global recognition. I would recommend her business and give it the absolute highest rating.

Lou People like me shouldnt have money. Thats why my parents recommended Ed Grassi at Burns. I started an account with him and it has been a success ever since. The company feels personal and responsive. My name is Lou and I stand by all my reviews.

Jo Lightfoot In early 2017 it was time to update our Wills, appoint Lasting Powers of Attorney, set up a Trust Fund plus a comprehensive ‘Expression of Wishes’ document in respect of our special needs son for when we passed away. It was extremely important to get the right professional advice to protect our children, so in our case these were very important and complex documents which Shanaz Niazi, the Will and Protection Advisor at IMC, advised us upon and guided us through. This was all provided with friendly, expert and professional advice for which we are extremely grateful as it removed the anxieties in providing care and protection for our son and our daughter in the years ahead. We could not have achieved this without such sound advice from IMC.

Maddy Frank Jeff is the best! I would say I have very baseline financial literacy, so I was a bit nervous to consider investing. Even my retirement plan is a bit confusing to me. He took the time to share his knowledge with me and made it very easy to understand. He gave me some simple advice to help optimize my portfolio. He explained his reasoning for everything and the model they use at their firm. I appreciate that he didnt rush through it all and thoroughly answered my simplest questions without judgement. I would definitely trust this firm with your finances.

Dakota Malone Dan & the team are fantastic. If youre seeking a financial planner; be sure to check them out!!

Maryrose Angelo Jason has handled all of my accounts for the last 6 years and I couldnt be happier. I always know hes going to be upfront with me with, no bs and I appreciate that especially when it comes to my financials. Very knowledgable and easy to work with. Sometimes things just work, and working with Jason works.

robbi P. (P.Rob) Well... I was in a unpredictable financial headspace. I was referred to MJC financial Services, by a friend . I called and talked to Michael J. Cook . By the sound of his voice and the calmness of his pleasant disposition. I instinctively knew I was in good hands with Micheal. He took his time with me, and listen to and answered each and everyone of my concerns and questions. I was well-advised in the right directions. Also, was given Good advice and advantages, for more financial opportunities! “Now” I can say, I’m successfully walking into my financial abundance! Thank you , Mike , my GOD Always bless you! ❤️

Drayon Johnson Ive worked with John for years. He always takes good care of me. Id recommend him to anyone looking for help with financial management.

Mary Young Very pleased with High Point Advisors

Shawn Kearse Great Company and professional staff.

Sam Waite Malik was quite helpful and everything went efficiently.

Richard Scott David and Arabella took on my wife and mine retirement accounts after many bad experiences with brokerages and investor firms. We are very impressed with the passion and dedication to help us to grow our investments. Over the last year...David has helped us grow our accounts significantly, even during the Covid and financial stress of the last few months, We are very happy with him and Arabella. We look forward to a long relationship with them. Thank you!!!!

Paul Rector Korina is awesome. She is prompt and very helpful. She is patient with me. As a business owner I am very busy and on the go, she finds time to work around my schedule. We meet monthly and go over my business finances it helps me to cut back on items that I dont need and make adjustments in other areas. She helped me when I was in a jamb. To me that says a lot. I highly recommend her to anyone who takes their finances seriously.. Great Job Korina!. Thank you

Patrick Donnelly My wife and I cannot say enough great things about Gary Anastasio. The most important thing is that Gary always gets back to you if you have a question. He is a very intelligent person who knows the Financial Business very well. If you’re looking for a Financial Professional, give Gary a call. You won’t be sorry you did.

CJ Amateur financial company that doesn’t care to respond to their clients/customers.

Angela Moonan Charlie Polka and the entire Team at Hill & Associates have been incredibly gracious and wonderfully empowering insights and guidance. Truly pleased on all levels at this early stage of my financial relationship with this firm. What they’ve taught me as well as my daughter already about wealth building is incredible - easy to understand and implement. I’m relieved and appreciative that my daughter is learning new habits and mindset that will assist in leading her down a prosperous path.