Broadview Federal Credit Union - Digital Branch - Cooperstown (NY)

Joseph Ranola From the first time I sat down with Jason from PureVest he was prompt, professional and made me feel fully comfortable with his recommendations and approach. I never felt pressured and he made sure I fully understood everything we spoke about. Fast forward until after he’s managed all my accounts for a while and I couldn’t be happier with PureVest as my choice. Highly recommend Jason and the team.

Hannah X Taxes make me nervous, but with Scott and Paula I know Im in good hands. Thanks to Fox Financial for having my back.

Jack Collins Andy was a great help in making my decision to retire, he went above and beyond to get through a big life change. He made the process go very smoothly every step of the way. He will tell you straight out about the pros and cons of any decision ,so you can make the best decisions in the retirement journey.

Amanda Prashaw The agent that did my tax return for me answered all of my questions and I like that they have a computer set up that u can watch every step of the way when your return is being done she also explained what every line was and exactly how much I was getting and their fees are reasonable.... I already have my appointment for next year

Hillary Adamczak This branch has always been extremely helpful and I recommend them to anyone for personal or business accounts!

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.

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.

Todd VanAlstine Amazing employees who care about there customers and take great care of them and treat them like family! I highly recommend them!

jasmine lugo Helen and her team with SCORE have been amazing mentors. They are very knowledgeable and helpful. They have really helped me to think critically to ensure I was fully equipped to launch my small business. I will forever be grateful for their support and time.