beacon light financial group - Poughkeepsie (NY)

Crystal Ozuna One thing I don’t like feeling is lost, or confused. But filing with Jackson Hewitt where they know exactly what they’re doing. It makes it so easy for me and it’s never a long process. It only takes a few minutes and it’s all done.

Jeff Bell My father-in-law had his retirement account transferred by his ex-employer to Fidelity from another financial services company. It was a somewhat complex situation. We went into the Albany office and, although it took two hours, Lilien was very helpful and did everything that she could to help resolve the situation. Dealing with Fidelity can be complicated, but so far I have had only positive interactions with this local office.

Sherri Downey I would recommend him to everyone

Airian Eastman Great and knowledgeable staff, very friendly, fight for disability rights in our community. They are community forward and supportive of all. Always looking to improve the lives of others.

Todd Palmer Took the first time homebuyer class, Annette and her staff were extremely friendly and professional. For the class, she brought in 3 guest speakers to talk about specific areas of buying a home, such as a banker, realtor, and inspector. I would recommend this class for anyone who is looking to buy their first home and even those who havent purchased a home in numerous years as a refresher.

Kerry Demarest Anytime I have a client (Im a bookkeeper) who wants to change banks but remain local, I recommend CFCU. This has been the case even before they hired Shine who handles business accounts. But its Shine who is so helpful, efficient, and knowledgeable that makes me appreciate this bank so much Im writing a review. Since I only work with small businesses, its a fairly old-school concept that I get a real, dedicated person to assist with my accounts. It used to be like that with all the banks here, but that kind of relationship with a bank has been disappearing for years. Thank you Shine for all your help with all my clients all the time! I appreciate CFCU, and especially you!