Ascent Wealth Partners - New Hartford (NY)

Maddy Frank Jeff is the best! I would say I have very baseline financial literacy, so I was a bit nervous to consider investing. Even my retirement plan is a bit confusing to me. He took the time to share his knowledge with me and made it very easy to understand. He gave me some simple advice to help optimize my portfolio. He explained his reasoning for everything and the model they use at their firm. I appreciate that he didnt rush through it all and thoroughly answered my simplest questions without judgement. I would definitely trust this firm with your finances.

Suzanne Burnett Close on a loan today. Extremely grateful to Lori T at the Canastota NY Community Bank. Although she was clearly super busy she had unwavering patience and I felt like her only client. Took all of my calls immediately answered all my questions and was just all around wonderful to deal with. This is why I try to bank local.

Katongo Chama Horrible horrible experience Went to the ATM and had to use the bathroom and was denied. As a customer with accounts at Bank of America, this is a disgrace. It is understandable for people just walking off the street but if someone is in the business and using your services wow they should be ashamed.

ROBERT CERAN Where you can Learn How Money Works and apply it in your life then help others.

Dakota Platt John Delvecchio was great to work with. He cared about my case deeply and did whatever it took and tried his absolute best for my desired outcome. Appreciate everything, was a real pleasure. Thank you for everything. Definitely one of if not the best lawyer in the area

Arthur Burns Tan was great. Throughout the whole process he was with every step of the way and made sure he was able to get me funding. He was a man of his word. I would highly recommend him and his company to anyone looking to get funded. Great guy and a hard worker.