ATM (HSBC) - Geneseo (NY)

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.

Dennis Saporito Carmen has been very helpful to me and my family going well beyond expectations. She is experienced and knowledgeable and does not mind helping as navigate the healthcare space.

Monica Molana He’s a wonderful accountant! My taxes are always done with care and accuracy. Malcolm is intelligent and respectful.

john schmitt When speaking with Lou or Oliver they are informative and friendly and really care about doing the best for me.

Luke Behm My business uses Total Financial Services for all our payroll, book keeping, and tax needs. They are timely and very professional. I also use them for my personal returns.