Advanced Financial Cny - Manlius (NY)

Kevin Connolly Great understanding of clients needs. Is a fiduciary that has the best interest of the client.

Cristina Crawford The website says open 24 hours. But common sense tells you it is pertaining to the ATM. Never had an issue with this bank location.

Robert Kirkwood Superb profession service!

Chris Dewards I’ve worked with several financial planning firms over the years, and candidly, most left me frustrated, whether due to inexperience, high turnover, poor follow-through, poor or rushed service, and a general sense that I was just part of the assembly line. Most importantly, I found that firms in the past were always ‘selling me’ on something (ex: an annuity or life insurance policy I didn’t need) vs. educating. About 3 years ago I moved my family and business wealth to AFG, specifically Steve Kennedy’s team. A few things that were impressive: Responsiveness- regardless of the complexity. Never issues sending an email into the void. Nothing slips through the cracks. High-Level Acumen without the sales pitch- Steve’s been able to navigate extremely complex financial, estate and business owner topics and distill them down into plain English. Support Staff- Whatever model they have, works real well. You don’t feel like you’re dealing with a call center but a well-run family business. With Steve and his team, we feel as if we are family. After years of bouncing between other firms that never really delivered, I couldn’t be happier with AFG. The combination of responsiveness, depth of knowledge, and the way they humanize financial planning is exactly what I had been searching for. — Chris

E Cap I have been with Fagan Associates for many years. Dennis and his team continue to impress me. They understand my goals and are frequently tweaking my portfolio as the market changes. I have been with other advisors in the past and they made little to no changes to my account. Also these bank affiliated advisors would always push the garbage that the mother ship was underwriting. Fagan puts my interests at the front of the line as it should be. I have many families members who are with the Fagans and we are extremely happy with their level of service, knowledge and caring. Fagan Associates is the real deal. Thank you Dennis! Ed

erica minnoe Excellent customer service and always very accommodating, helpful and knowledgeable. Very professional and friendly atmosphere. Best interest rates! So satisfied will never leave as a customer to a different bank. My partner Jason Northrup has also been a memeber here at Auburn FCU for a decade plus and is a customer for life. Shout out to Michael Fronzek, commonly working at both the Auburn and weedsport branches. He had the upmost respect, professionalism and was extremely helpful and went above and beyond for us. Highly recommend, thank you Mike!

Brooklyn Stephenson Im from Ohio and my name is Jessie. Thid Bank has helped me and has been so nice to me. They welcomed me to there town. I love how nice thry are each time i go in there. And there great eith my son.