Brian W. Staples, CPA - Canton (NY)

Venessa Albassam If you are looking for a fast and safe loan to invest or for a home, this company is 100% your go to company . They are very resourceful and high efficient. What I need to do is provide them the documents as requested ( not complicated at all) ,I got my loan approved in three weeks. Now I’m so happy with my first home and I definitely will come back for my next property purchase . Basically it’s a very pleasant and hassle free loan application procedure with this company. I highly recommend it!

Tom Schimmerling I began using Mr. Kelley and his wonderful staff when my long time CPA passed away unexpectedly. They do a terrific job. I highly recommend Creative Tax Planning.

Doug Most I’ve had an exceptional experience working with SKG Financial Group. Ben Soccodato is my advisor, but the entire team is outstanding! Every individual I’ve interfaced with is knowledgeable and responsive. SKG’s investment approach has consistently outperformed benchmarks without assuming an excessive amount of risk, achieving a perfect balance for my financial goals. One of the things that differentiates them from others is their willingness to evaluate my entire portfolio, including positions they don’t directly manage, and provide recommendations based on total invested capital. This "three bucket" approach to portfolio management is unique among the firms I’ve worked with or interviewed. It effectively reduces overall fees while maintaining a diversified strategy. It is one of the key elements to developing the trust that is so important with this type of relationship. I highly recommend SKG Financial Group to anyone seeking a trustworthy, results-driven financial partner.

Craig Akins Nannette and her office staff have been remarkable ! Trusting her with my financial future has been a fantastic choice for my family! As i get near my retirement i rest easy knowing she will still be around for years to come!

Sam E Let’s start with, could not be happier doing business with Rob& Jenn at Turning Point. Since rolling over my 401K to Rob after losing my job , the returns have been just unbelievable. If you ever need any advice or guidance, they respond in such an unbelievable time frame. The online mobile app is very easy to use and you’re able to watch your money grow. What a great team to work with. My only regret is that I didn’t find them sooner -Sam

Donna D. Thats a good bank !

ALittleBit OfHeaven They have awesome advisors and professors. One of the best professors there is Steve Calabrese! You can really tell he is genuinely passionate about his job, and his students success.

Jeff Amos Quick and professional service, Aaron does great work.

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!