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SY Associates
1408 Sweet Home Rd Suite 6, Amherst, 14228
4.9
34 reviews
Online services

SY Associates

1408 Sweet Home Rd Suite 6, Amherst, 14228

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4.9/5
34 reviews
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Tax Prep
by Anthony Scalise
Our consultant Anthony is very informative. He takes the time to explain things to us to help us understand a bit of what makes the stock mArket work.... He never rushs us and always asks if we have any questions . Very happy with him!! Show more
Consulting Services
by Steven Yeh
Provided a very detailed (and understandable) outlook on the current markets and financial trends both nationally and globally. Didn't try to fast-tal...k my money away, but instead laid out the options and only advised if I asked for clarification. SY Associates have everything you really want from both an investing and consulting standpoint. Show more
Tax Prep
by Anthony Scalise
Anthony knows his business. He takes the time to explain anything I don't understand, which is just about everything! He takes an interest in family ...& always asks how things are going . He remembers conversations & if you have told him there was a problem, will ask if problem has been solved. My husband likes Anthony because he thinks along the same lines as he does. He is a very likable man & always open to anything we have to say. He also has 2 of the cutest kids you've ever seen! Show more
Tax Prep
by Anthony Scalise
Anthony and I seem to be on the same page. I like his thoroughness and attention to detail. He tends to get carried way with his presentations
Tax Prep
by Anthony Scalise
My wife and I have been working with Anthony for a few years, on retirement/investment planning. He is amazingly personable, in our visits we feel as ...if we are the most important clients, on his entire schedule. He is so intune to U.S., and world markets,and the issues that can effect them. Yet he can relay these complex puzzles, in a way, as to make our decisions seem simple. We have NEVER been so confident as to the direction we need to be heading. Everone should be so lucky to have his advice Show more
AMEDF Session 2
by Mark Beardi
Planning for college is a huge, anxiety-filled process, and it was a great relief to get the facts about funding from well-informed professionals. We... particularly appreciated the one-on-one session, which is enabling us to move forward with confidence that we understand the financial picture and how we fit into it. Show more
Tax Prep
by Anthony Scalise
Anthony has always been so helpful when it comes to guiding us with our financial planning. We have worked with him for over ten years and appreciate... his suggestions and the time he spends with us. Show more
AMEDF Session 2
by Steven Yeh
Steven was very helpful. His knowledge of the entire college planning process is vast. He genuinely wants to help families.
AMEDF Subsidized Counseling
by Steven Yeh
My wife and I met with Mr. Yeh concerning two financial packages sent to us by two colleges our son is interested in attending. Mr. Yeh reviewed the ...contracts and gave us important insights as to how to handle loan payments as well as the benefits and problems with each plan. Mr. Yeh was clear, concise, and very patient with my limited understanding of financial matters. Initially we were unsure if we even needed this evaluation, but afterwards we were very happy with what we learned. Show more
Tax Prep
by Steven Yeh
I am retiring in 18 months. I was referred to SY Associates by a friend. I have contacted Mr. Yeh and he is now assisting me. I find him to be very, v...ery knowledgable of market forces, trends and pitfalls. I am very satisfied with his accessible, "user-friendly"information and guidance. Highly recommend his services. Show more
AMEDF Session 2
by Steven Yeh
I was able to ask any questions and Steven was able to help me better understand some important next steps. I really appreciate the time spent and I p...lan on attending more workshops and follow up with individual meetings in the future. Thanks! Show more
AMEDF Session 2
by Mark Beardi
I liked I was able to be questions answered about how to prepare for each child senior to sixth grade. now I have a plan for all of them and each is d...ifferent and just for them. Thank you Show more
AMEDF Subsidized Counseling
by Steven Yeh
Very satisfied. They are very informative and answered all my questions. We started this preparation while our daughter was a Junior. We have the i...nformation we need to help our daughter with her college choices and looking forward to meeting with them in the fall. We would highly recommend you speak with them when it comes time for your child to start the college preparations. Show more
Tax Prep
by Steven Yeh
I am consistently impressed with the knowledge and perspective Steve brings to our meetings. His knowledge of economic forces, global markets and the ...workings of Wall St. continue to impress me and help to make data driven decisions. I love that he doesn't "push stocks", but instead educates, advices and works with me to meet my investment goals with wisdom, perspective and wise council. Show more
Tax Prep
by Steven Yeh
I always receive excellent assistance with what I need at the time Steve yea is a caring , honest, helpful person.
Tax Prep
by Steven Yeh
I have been working with Steve Yea or a few years now. He cares about his clients and is always honest and wise in his advise. He does his homework an...d is always up on how the market is affected. I have worked with other financial advisers over the years. Steve is by far the best. He explains and educates you in a respectful manor. College planning is confusing and he is a good guide though the maze. Show more
Tax Prep
by Steven Yeh
I have met with Steve a few times for discounted counseling and have found him to be very responsive, helpful, and keeps me organized with a game pla...n for how to proceed with all of the college financial forms, deadlines, scholarship forms, etc. He is always good about helping to identify the next steps and when it would make sense to meet again. I continue to appreciate his insight and assistance and will do so throughout the college process for both of our daughters! Show more
Tax Prep
by Anthony Scalise
We started our relationship with SY via AMEDF educational sessions, and without any real solicitation by SY, we agreed to take advantage of the indivi...dual, discounted counseling. After a few sessions with Anthony Scalese, we decided to move from our financial advisor at that time to Anthony and SY. It has only been a few months, but so far, we are quite pleased! Show more
Tax Prep
by Anthony Scalise
When we went to Anthony scalise we went to get help with college planning. What we ended up getting was so much more. Wears now planning our financia...l future for ourselves as well as our daughters college future. We are beyond pleased!!! Show more
Tax Prep
by Steven Yeh
We have been working with Steven Yeh for more than 15 years, and will continue to work with him throughout our retirement years. We first met him at a... college financial aid process meeting, and have been working with him ever since. He is thorough, objective, and pays attention to what will benefit his clients. Show more
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