Capco - Cortland (NY)

Jonah Lipsky Stephanie has been a wonderful financial advisor for me over the past 6+ years. Ever since I got a job where I was starting to earn some extra income, she has been my go-to person for figuring out how to work with my financial situation to grow my wealth for the future, and also how to think about money and wealth for my life right now. More than just a financial advisor, she has helped me to think about money and wealth in a holistic fashion, since it really is not just the money that matters, but your quality of life that matters most. As a hourly-fee-only advisor, she has zero incentive for you to park your money with her, since thats not her business model. She only accepts an hourly fee, as opposed to managing your assets, which means her advice is free from any possible outside pressure to encourage you to do this or that with your money. Ive learned a ton from her, and I cant recommend her highly enough.

Raymond Lewis One of the Best credit union ever! They were knowledgeable in all aspects,Pertaining to All Different types of accounts. Will be back soon with my information to open my account. Thanks Sophia.

Y din Diiin I had a fantastic experience working with Mr. Michael at Vision Federal Credit Union. From the beginning, he was professional, knowledgeable, and genuinely committed to helping me understand my options. He took the time to explain everything clearly and made sure I felt confident in my decisions. His customer service was top-notch—friendly, patient, and responsive every step of the way. Thank you

Billy Altman Agent Miguel Castillo could not have been more helpful than he was recently when we needed help in regard to damage done to one of our cars by another driver who was at fault. He helped us navigate the steps involved, and answered all of our questions promptly and efficiently. He also assisted us with an unrelated billing issue and again was extremely courteous and efficient throughout the process.