Ascent Wealth Partners - Elmira (NY)

Steven Price Worst customer service (Dan). They lie and name call. Don’t trust what they say because if they are talking to you then they are lying! Dan start the name calling then he post that he was sworn at but he didn’t post the he made up a fake NYS law and got upset because he confronted about the name calling.

Stan Campbell whole staff very helpful and great listeners to understand situation and help with options for solutions.

Susan Fitzgerald I was introduced to Ken and his company when he came to speak at our school district regarding the 403b “scam” that many teachers are faced with. I then met with him personally to learn more about the 403b options that are available to me. He was patient and extremely passionate and informative regarding the topic. He went out of his way to compare my current plan with the other plans available to me. There was absolutely no pressure to use his services. He genuinely wanted to inform teachers about this issue and was willing to spend the time necessary to educate me. I have continued to work with Ken over the past 2 years, setting up plans that are appropriate for me and my financial situation. He has continued to be accessible, helpful and responsive no matter what the issue is. I have recommended his services to my coworkers and will continue to do so. I am grateful to have found someone so knowledgeable, friendly and convenient.

Gregg Pugliese Ive done banking here for years. Things always change as personell change. There staff is always friendly and have always treated me well. Do I like bank fees? No but at least they give you a list up front.

winter sears Marcia at the Watertown/Fort Drum office helped me so much, very helpful & informative & answered all my questions :)

bj forte Joel and his team are absolutely amazing! They are great listeners, organized, professional, thorough, patient, kind, and they make challenging situations more easy with their hospitality. I recommend them to anyone who wants top notch service and expert advice!

Uber God Scott Miller a great man he provided with true clarity what a guy Highly recommended.

Scott Carlton Jeff has been managing our money for over 12 years. We really enjoy his monthly newsletter. He breaks down the market and investing principles in terms that are easy to understand. We also value his responsiveness. He always promptly returns my emails or calls and is happy to answer any questions that I may have. I appreciate that he is fee-only. I have used commission based planners in the past and I always wondered whether they had my financial best interest in mind or if they were married to a particular fund or security based on the commission that they would receive if they sold it to me. I love not having to wonder with Jeff. I recommend him without reservation and in the highest possible manner.