Allstate Personal Financial Representative: Lester Kelsey - Oswego (NY)

Abigail Davidson What a great company! Great people, great service, great rates. A true pleasure working with them!

Adam Lipson Creative Financial Planning is a good alternative to using a high cost, large brokerage. They provide personal service focused on providing a customized financial plan that maps to their clients goals rather than simply selling you insurance and securities. They feel that their success is tied to the success of their clients.

Fred Cazer It has been our pleasure to work with Bret Hartman for about the last ten years. Over this time, he worked diligently with us to preserve and grow our assets. He has counseled me, and sometimes dissuaded me from making inopportune investments. His knowledge and resources have kept us on track over this time. Bret has faithfully reviewed our accounts with us on a frequent basis, always bringing relevant insight and research into our portfolio positions. His knowledge and outside resource support base are valued guides in our decision making, particularly in these turbulent times. By now our personal relationship has grown to the point that Bret and his family are close, cherished friends.

Paul Rector Korina is awesome. She is prompt and very helpful. She is patient with me. As a business owner I am very busy and on the go, she finds time to work around my schedule. We meet monthly and go over my business finances it helps me to cut back on items that I dont need and make adjustments in other areas. She helped me when I was in a jamb. To me that says a lot. I highly recommend her to anyone who takes their finances seriously.. Great Job Korina!. Thank you

Danielle C This is the second time Ive gone through them and theyre truly amazing. Theyre true to their word, Theyll help you as best as they can. This most recent time Ive spoken to both Mike && Jeremy. Customer service skills they have are phenomenal. Definitely recommend this place to everyone.