Canty Financial Management - Ballston Spa (NY)

qflqjrdm I have been a client of Monarch Wealth for more than eight years. During that time, they have always been quick to respond to my inquires and done an excellent job of managing my accounts. I appreciate the fact that they a locally based and that I talk to the same individual whenever I contact them. Finally, they have handled my account with the highest degree of professionalism.

Jim Kochman I am elated I met the team at Omnia. They patiently worked through an understanding of our requirements and came up with a very creative solutions. Unlike many other lenders, they under promised and over delivered!! I highly recommend them

Steven Peer I have used Mertiri & Associates for years now and they are by far the best accountants I have ever worked with. Ed and Ervin always are available to communicate if I ever need something and have always resolved any issues I’ve had. Highly recommended if you want to start saving money on your taxes and not get taken advantage of by other accountants who don’t know what they are doing. Thank you again for everything!

Greg Komarisky Chris at Edward Jones is a great professional and a trusted source for my family. He is always eager to help and answer any questions that we have about our investments. Amanda and Cheryl in the office are wonderful ladies and always so pleasant!

Linda Head Excellent bank to have my accounts friendly nice people

Unger Kat (Kat) I switched to key bank from national bank of Coxsackie because my card kept getting frozen for normal transactions. Ever since I switched to KeyBank, it’s been easy. I had to replace my card once due to losing it, and I got it quickly replaced. The staff in Catskill and both Hudson locations are super friendly and helpful. The Catskill branch is where I initially opened my accounts and I have been satisfied using them since. All the fees are fair and they make it easy to have a joint checking and savings and also offer credit card options and loans.