Caruso Mc Lean & Co., Inc - Utica (NY)

Fred Cazer It has been our pleasure to work with Bret Hartman for about the last ten years. Over this time, he worked diligently with us to preserve and grow our assets. He has counseled me, and sometimes dissuaded me from making inopportune investments. His knowledge and resources have kept us on track over this time. Bret has faithfully reviewed our accounts with us on a frequent basis, always bringing relevant insight and research into our portfolio positions. His knowledge and outside resource support base are valued guides in our decision making, particularly in these turbulent times. By now our personal relationship has grown to the point that Bret and his family are close, cherished friends.

Patrick Schmidt Scott and his team are a huge asset for our restaurant group. Scott has helped guide us through a challenging year. He is knowledgeable, hands on, and efficient. We have found him very easy to work with as his approach to solutions is always clearly articulated. The work gets done on time ALWAYS. Highly recommended for anyone looking to strengthen their professional services network.

jack tragna Best in the business! Bruce and Jolanta are very knowledge about every aspect of the mortgage business. Cant go wrong using Diversified Financial!

Mary Uy Adam was super helpful to find a more suitable and economical policy. Documentation is a breeze and they hold your hand. Highly recommend

Nathaniel Todd When I have had questions or needed forms the village clerk has been helpful.

Melinated King Ms.Ramdhani is very patient when explaining the benefits of the insurance.my family have been working with her for some years.