Brighton Securities - Rochester (NY)

Melissa Wong Kristen is an incredible person to work with on money matters due to her compassionate, personal approach. She brings much needed offerings to those looking to get control of their finances: empathy and support. She is a clear communicator, friendly, approachable, and manages to acknowledge the complexities of money management while still breaking it down in a simply, easy-to-understand way. Shes a great teacher, cares deeply about her clients and Id highly recommend to anyone looking to work with a CFP who will work to understand their needs, values, and improve their financial situation.

j caine The loan process was easy and very quick thanks to the loan officer, Teresa. She was a great help guiding me through the process. She was very knowledgeable, which helped me make decide on the loan most beneficial to me.

Damien Top tier financial advising and more responsive than JP Morgan and Fidelity. Glad I made the switch.

Wanda Miller Best bank around.

Hallie Licciardo Have spent three days dealing with this bank. Was applying for a car loan, they said they needed additional paperwork and I told them I would have the paperwork today. Instead they ran the loan and said they weren’t waiting for proof of income. Ran my credit 3 times just to deny the loan without any proper information because they couldn’t wait an hour.