Brian Pickard, CPA - Kingston (NY)

Dan Adams Weve been with Paul for several years. Hes always been responsive and clear. Our investments are tracking according to plan. So we couldnt be happier.

Eula English Miguel is knowledgeable and very good at breaking down information in a way that is understandable. I trust his financial expertise to work on my behalf. I recommend to any who is interested in finding a financial advisor who will take your needs into consideration.

Suzanne Burnett Close on a loan today. Extremely grateful to Lori T at the Canastota NY Community Bank. Although she was clearly super busy she had unwavering patience and I felt like her only client. Took all of my calls immediately answered all my questions and was just all around wonderful to deal with. This is why I try to bank local.

Richard Scott David and Arabella took on my wife and mine retirement accounts after many bad experiences with brokerages and investor firms. We are very impressed with the passion and dedication to help us to grow our investments. Over the last year...David has helped us grow our accounts significantly, even during the Covid and financial stress of the last few months, We are very happy with him and Arabella. We look forward to a long relationship with them. Thank you!!!!

Dr. Bruce Kesten Alan Winter of Forest Hills Financial is a warm compassionate person who is sensitive to your financial situation and customizes your financial plan to your needs. Very professional, recommend him highly!

Plattsburgh Yipes I recently opened an account at SeaComm Federal Credit Union in Plattsburgh. They have been beyond helpful and friendly. I messed up, not realizing that I opened a savings, vs checking account and wrote a check on the account. They contacted me, completed all the paperwork and created a checking account for me in the time it took me to drive over and sign the papers. Check never bounced and all is good. That is real service!