Bank of Greene County (Lending Center) - Catskill (NY)

Anne Burns Thomas My husband and I have different levels of financial knowledge and interest in planning, which often made for difficult conversations. Working with Paul and his team has helped us to be on the same page, working through our assumptions and agreeing on directions forward. Although Paul isnt a counselor, the straightforward way that he has approached building our knowledge base and supporting our decision making has had a very positive effect on our financial conversations. I strongly recommend working with LRA.

Thomas Wissman We visited SUNY Canton to get a look at their four year vet tech program. This is what my son wants to major in on his way to becoming a veterinarian. I liked the four year program with the option to do an additional year to get a vet management add on an get two degrees. However, we were not as impressed with the community, architecture of the school and the overall distance from home.

Jason Aurelio S.E.E.D is redefining the experience of working with an financial advisor. They are a tremendous team to do business with and I especially like the questions they asked me on how I define wealth.

Ron Dolbear George has been my Financial Advisor for 20+ years and I couldnt ask for a nicer more informed person to work with. He and his partner Ron take the time to make sure I understand the information they are presenting and are not pushy. I would recommend this firm completely.

IB Management My experience working with Jim Lam and Ryan Lo at Express Capital Financing has been excellent. Both of these guys understand teamwork and work very hard to reach the common goal of the client’s success. This company gets things done for clients, and truly goes above and beyond with great integrity and transparency. I look forward to helping more clients with Express Capital Financing.

Gerald Honch Rob Bradley has a calm and reasoned approach to helping us understand the changes needed in our financial lives. His explanations are practical and useful. He is a patient man; a necessary attribute dealing with my limited financial background. Sara Bodine completes the team performance.

Baba Ganoosh Great credit union. Nice people. Good services, including their online bill pay app.