Brooks Financial Services - Rochester (NY)

Renee Barmada Matt at Edward Jones has been exceptional in managing our financial needs. He takes the time to listen, understand our goals, and offer personalized strategies that fit our situation. His knowledge and clear communication give us confidence in our financial future. What stands out is his dedication to keeping us informed and his proactive approach. Whether it’s retirement planning or investment advice, we feel secure knowing we’re in great hands. Highly recommend Matt for anyone seeking a reliable and thoughtful financial advisor.

Brennan Lawson Came here today to pay off a negative balance on an old, closed account and open a new one. Friendly staff, pleasant location. I dont understand all the bad reviews. Ive never had any problems banking here.

Just Neon Sign Co. Howie Cohen I have been dealing with Mr. Hanna for years now. He is a pure professional from the moment I met him. You wont be disappointed. I certainly am not!

Stefanie Menardy Friendly, helpful and understanding

Robert Lombardo Could not ask for more. The team at Ironpath Financial are awesome. They have performed better than I ever expected. Rick is my personal financial advisor. He knows exactly what I want and expect. I can call him at any time and he will answer or get back to me basically immediately. Giving anyone your life savings is a mindfuck. After many interviews with many advisers I felt Rick and his team were my best choice. That was the best financial decision of my life. Theyre not your typical plug and play type of finance company. He has set me up for life and I feel extremely confident that I will be able to achieve All of my wants and needs in retirement. Thank You Rick, Thank you Denise, Val and Faith, Bob Lombardo

Damon Trifeletti I’ve been a client of Lou for over 30 years, and in that time, he’s become much more than just my personal accountant—he’s been a trusted guide through every financial chapter of my life. Lou has helped me navigate everything from personal taxes to business filings and even provided valuable insight and direction on financial investments. His integrity, professionalism, and deep knowledge of the ever-changing tax and financial landscape are second to none. He’s always responsive, thorough, and genuinely cares about his clients’ success. Over the years, I’ve recommended Lou to countless friends, family members, and colleagues, and every single one of them has had the same experience—top-tier service and total satisfaction. If you’re looking for someone dependable, smart, and experienced who treats your finances like his own, Lou is the accountant you want in your corner. Simply the best.