CenterBridge Planning Group - Lockport (NY)

Cathy Williams They are so helpful and kind and walk you through the whole process.

Daniel Hillman I’ve had an excellent experience with Gabriel Kaplan at Wealth Habits and have appreciated his sound investment and financial planning advice over the past decade. Gabriel is truly attentive to my needs, fully informs me of key considerations for each proposed strategy and is otherwise a highly reliable and thoughtful professional. I would recommend him to anyone who is looking to build wealth and gain peace of mind in their financial / investment planning.

Jean Carlson Thomas Gwin is an excellent professional financial advisor. He is very knowledgeable and understanding. I trust his financial advice.

Review Squad 11 Excellent service. They take great care of growing & protecting our retirement funds & the app is easy to access! 5/5!

Robert & Shane Henderson great company, nice people, very professional....

michael rodbourn Unfortunately as a long time customer of Steuben Trust being forced to now become a customer of Community due to a buyout hopefully they are as friendly and treat me with friendly atmosphere as Steuben trust staff did be nice if the branch was open on Saturday at least till noon!

Chris Coletti Great place to drop off anything youd like to donate. The guy working here was super super nice.