Albany Financial Planning - Albany (NY)

Maria Tinoco This Insurance agent and office staff are phenomenal. They are professional, attended to my needs for my vehicle, and explained what I was covered for on my auto insurance. Yes I will refer them to family and friends ⭐️⭐️⭐️⭐️⭐️

Kelli James Delise was absolutely amazing! She made the entire life insurance process so smooth and stress-free. She took the time to explain everything in a way that was easy to understand, and made sure I was fully set up with the right coverage. Her professionalism, patience, and knowledge really stood out. I highly recommend working with Delise!

Sherri Downey I would recommend him to everyone

Richard Dryden This friendly staff helped me prepare my taxes for the first time I filed on my own. They are thorough and very knowledgeable of the nuances of tax prep. I recommend.

Gary Sam Ive had an excellent experience working with this firm for both tax preparation and financial planning. Theyre knowledgeable, responsive, and truly take the time to understand your personal and business goals. Their advice is clear, actionable, and always in my best interest. I feel confident knowing my finances are in good hands. Highly recommended!

Colville Outfitters There isnt a better bank in the WNY region that CCB. I am dealing with them on a loan and their people are second to none. If your looking for financing dont miss out on checking with this incredible group of individuals. They really care about the community and the people who live there. I went through many banks before finding CCB and I am so glad I was pushed into that direction by a friend. I never received this sort of attention from M&T bank who I have been banking with for 30 years. Do yourself a favor and check with this bank for all your lending needs.