Scott and Team at Morgan Stanley are incredibly sensitive to listening to your now and later…read morefinancial goals... Scott is able to help you make decisions now that create comfort and peace of mind for to come.

Can't put into words the diligence and effort put forth my Mike D and his team. They have helped…read moreus on several projects, including audits, business valuations and succession planning. Cory also went above and beyond and helped us with the government filling for loan documents. Very glad to have them support our local family owned business.

The knowledge and effort put in by Richard and the staff was incredible. He assisted in filing the…read moretaxes for us as a 501c3 and were very quick to respond and/or call me back. They answered all my questions about the process and taught me about what had to be done while filing our taxes. Assistance was offered to send someone to my location, and when I declined Richard really stepped up and helped me understand everything remotely. Thank you Richard and crew. Jeremy, Treasurer, Minetto Volunteer Fire Department.

Iv known Dave for over 40 years was the only person Id trust with my money i put my retirement with…read morehim which wasent large he put in a few differant funds I told him I'm very conservative didn't want to be in a position to lose alot unknown to me he put my money in a very aggressive fund lost thousands of dollars a month when I phoned him he was defensive and rude there ismore but I'll leave it at that

From the owner: Dave Treichler, CFP, CLU provides Individual and business financial planning , Investment…read moremanagement and analysis, 3(21) fiduciary advisory services, fiduciary wealth management, Individual, group, life, disability and LTC insurance , IRA, 401 (k), 403 (b), SEP, Simple, Defined benefit & profit sharing pension plans, Stock option analysis, Retirement income strategies, Estate conservation to the Syracuse, NY area.

Im not sure what happened to this other reviewer but I can say that this advisor has been of the…read moreutmost integrity we have found in this profession. He has provided us with options throughout our working years and provided solid advice after our retirement. A true professional

Mr. Prioletti advised me to roll over a large 401k into a Variable Annuity -this made him a LARGE…read morecommission but locked me into an underperforming IRA for 10 years. I thought I was getting an adviser with several years of experience but all I got was a broker who put his interest WAY above mine. Regret the day I met him!!

Big shout out to Kate. She is always so sweet and helpful. She remembered me after I got quarters…read moreonce, and has always been accommodating. I really just keep this account open for quarters and to keep a low balance just in case I need to use a different card, but it's still super convenient to have a branch downtown, since the only other Syracuse location is all the way in Fayetteville and closes early in the day. Great staff, and since the bank is local to CNY I always get great service.

From the owner: Tompkins is a community bank offering personalized service, local decision-making and a broad range…read moreof services for consumers and businesses. Insurance services are offered through Tompkins Insurance Agencies, and wealth management services are available through Tompkins Financial Advisors.

Easy to find. Excellent advice in a friendly non pushy way. I would certainly recommend Mr. Grady…read more Buchan to anyone like myself with no real financial understanding. He is incredibly knowledgeable. First class.