We can’t say enough about the excellent professional advice we’ve received from Paul & Graz over the past 10 years. Their genuine concern for our family’s welfare, and caring, thoughtful approach to our financial planning is what impressed us the most. Their quality of service is above and beyond. The best part about working with Paul & Graz is the personal connection, we always felt that we were more than just another client. Without reservation, we’d recommend their services to our close friends and relatives. We look forward to many more years of support.
I have high regard for this team and my relationship with them has been rewarding and respectful.
The best three words to describe Paul and Graz: professional, knowledgeable and prompt. I am delighted to have the CommonWealth Team managing and growing my portfolio, which has navigated the markets very well year after year. I recommend their services to friends every chance I get.
With very little knowledge of finance and investing, we implicitly trusted our previous financial advisor. To our dismay we later learned that the advice he gave us was focused on maximizing his commissions – not the financial growth of our family.
By contrast, Paul and Graz were a godsend. They sat us down and went over our finances with a fine-toothed comb to gain an accurate understanding of our unique situation. They then worked out a plan tailored specifically for us.
Their strategy put our financial interests first, even though it meant that their own commission would be lowered. We were left with no doubt about their integrity and professionalism, and their commitment to putting their clients’ best interests above their own profits.
They communicate with us regularly to ask about any changes in our finances, and to keep us abreast of the markets, all while respecting our comfort level without ever being pushy. Through their ongoing market research, experience and diligence, our investments have grown steadily despite market volatility. We couldn’t be happier, knowing that our family’s financial future is in good hands.
Absolutely love working with Graz! He is very detailed and thorough, always leaves me feeling very confident that my finances are in good hands. He is also extremely knowledgeable and stays up-to-date on the latest financial news and tools to ensure that my portfolio is always optimized. He calls me to give me updates and present new ideas frequently which leaves me feeling like I’m well looked after. Of course, the numbers are great and even in times (of) uncertainty, my portfolio seems to exceed my expectations. Would highly recommend working with Graz and Queensbury in general!
We have been working with Graz Circosta for over fifteen years and we are truly impressed with the excellent service and professional advice we have received from him.
It has been tailored to specifically suit our situation and financial needs. Graz’s integrity, attention to detail and timely reporting makes us feel very comfortable putting our finances in his care and having him guide us in the right direction. What we like most about working with Graz, is the personal connection. During our conversations, we always feel that we are more than just another client as he demonstrates a genuine concern for our family’s welfare. We would like to express our sincerest appreciation to Graz as he has always been excellent in handling our financial affairs. We look forward to many more years of working with him. Without reservation, we enthusiastically recommend Graz Circosta’s services to others.
I have been a happy client of Paul Perrone and his CommonWealth Team since 2014. He is professional, knowledgeable, personal and makes sure he understands my financial goals and plans for the future. Paul provides as much information, or in my case as little, information I would like on my portfolio throughout the year. Every year I am pleasantly surprised by my CommonWealth portfolio’s performance, and I have confidence in Paul’s ability to manage my investments. I highly recommend Paul Perrone as I have to my friends and family.
When it comes to investing, the Commonwealth Team has more than shown their worth. I trust them more than myself, or any bank, to make my money work for me. Matching me with the right model for my finances, I couldn’t be happier with the portfolio the Commonwealth Team helped me to get set up with.
I cannot say enough great things about Paul Perrone. Paul has been my financial advisor for almost 10 years and during that time, he has delivered outstanding results, demonstrated phenomenal expertise, and provided exceptional service and support. He provides me with regular updates on my portfolio, understands my financial priorities, and is unbelievably responsive to any questions that I have. Paul does all of this with the utmost integrity; he always has my best interests as his top priority. I wholeheartedly recommend Paul as an advisor. I can honestly say that I no longer worry about my financial future thanks to Paul.
We are very happy with the service we receive from Graz, Paul and Joseph, enjoying our retirement and living life to the fullest. We are able to take vacations multiple times a year thanks to you guys. We were happy to recommend you to our family and friends.
We are very pleased with the work and advice offered by Paul, Graz, and Joseph. They have contacted us a number of times with updates and information on our investments, knowing that we are novices at investing and inclined to worry. We have learned that their recommendations are spot on. We highly recommend them to any novice or nervous first-time investors.
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