Bancroft & Associates - Mt Morris (NY)

Mad Hatter We all want to make money in this world and most only trust it in their own hands, however there are no better people than in this office to advise you and protect your assets. Both Zaim and Kaeagen treat you as family and as if your money is their own on the Sense they want to see you make money........ o highly suggest this office and especially the people working there. Keep it up guys!!

Robin Cortese Angela Renna has represented our Business for over 10 years. She’s handled our Company’s 401 k programming along with benefit offerings for our 168 employees. All with white glove and five star service. A personalized meeting which continues, following the sales of our business. We have been extremely fortunate to be aligned with such a professional. I highly recommend her as a representative for wealth management and employment benefits.

Rosemary Batiste I utilize the same rep every year. The service is impeccable and the secure feeling I have in knowing that my joint tax return has been completed with the utmost confidence. Maggie Miller is awesome. I look forward to doing my taxes and working with Maggie again next year.

Robin Miller Top notch! Highly professional, comprehensive, and knowledgeable!

Perk Perkins Had a Awesome experience with a Equitable advisor. She took control & gave me all the help I was looking for!!!!

Flavio Alarcon All good

Holly Howell My family and I have been working with Eric Garsin for well over 20 years. We love him! My parents had gone through several financial firms before finding Eric years ago, and they immediately saw the difference and called me right away. So I signed up too. He and Sara have been such a huge help with all of my finances, especially when I lost my parents and really needed guidance. I cant say enough about their level of personal commitment and professionalism. I feel so fortunate to be with them!