Canandaigua Financial Group - Canandaigua (NY)

Anthony LoConte My wife and I have been working with Bill Matteson at Upstate Wealth Consulting for all of our insurance and retirement needs. It has been a pleasure working with him and his team. They are extremely professional, knowledgeable and very friendly. Anytime we need any information or need to talk they are always very helpful no mater how many times I call them. Thank you for everything.

Keisha Sweeting Everyone is always friendly and helpful here. There was ONE time when I got someone who was less friendly than the others and I have only seen that person the one time. I also love their online banking system. I just wish they had Saturday hours, and a location going between Oswego and Mexico.

ruth paschen close to my home can walk there and I know most of the employees. They are friendly.

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

Charles Rivers Adam was very social and has a wonderful sense of humor . He has performed this service for me two years ago .. always a pleasure to have my taxes done at H&R Block

Laura Fowler Paul Delisio is a wonderful agent who becomes a trusted friend. Both he and his assistant, Heather are professionals who are knowledgeable and experienced in their field. They are also both kind, caring and compassionate. Great company and great people.

Eric Boozer The ladies at One Main are always super friendly and make the process really easy. They go through everything and will answer any question you have. I also like that they call from time to time to see how my loan is doing and if I need anything. Excellent customer service!