Chicago Partners Wealth Advisors - Rochester, NY - Rochester (NY)

Carmen Bonne-Annee This has been my bank since they opened in Lake Katrine in 2009. I have needed their services multiple times from making a simple deposit or withdrawal to getting information on CDs and other loans. I have never been disappointed with the branch. Their dedication and professionalism has been their standards. Thank you for coming to our community and changing how banking is done! :)

Dee Eti I worked with Sixto in the past and was very pleased with investment that he set up on my behalf. The investment continues to grow to this day. Sixto is very professional, good communicator and detailed with explains everything to me.

Elizabeth Pupo-Walker David has been tremendously helpful to me. I hired him as a comprehensive financial and retirement planner. I had thought this would be an overwhelming endeavor but it turned out to be quite the opposite. We met periodically for months both on Zoom and in person. He makes every step of the process so thorough and thoughtful; always giving clear guidance with excellent pacing. He really gets to know you and what your priorities are for both the near and distant future. No stone unturned. His approach is personalized, modern, and systematic using software that helps to determine the best path forward. David has an amazing reputation in the financial world and a wealth of knowledge where that’s concerned, but also is a down to earth, community minded, charitable person. I recommend David highly and found him to be a breath of fresh air in this rapidly moving world. It’s such a relief to have my proverbial ducks in a row now.

Kelly Willson I have had the pleasure of working with Brett Koeppel twice. He is just terrific. My husband and I sat with him last year to begin our retirement planning. He was prepared, knowledgeable and kind. Brett treats you with respect and has a quiet confidence that just sets you at ease. There is no hard sell, just a calming influence and facts. We hadn’t talk in many months and then I was tasked with settling my father’s estate. I called him up and he made time for me and talked through everything in a way that was logical and easy to understand. I highly recommend Eudaimonia Wealth if you are in need of financial planning.

Stefanie Menardy Friendly, helpful and understanding

Lisa Sigona Rebecca was extremely well-versed in the product and was able to explain everything to me. She also was able to help me with the payments and help me split them up to help me

Hoosick Family Chiropractic Great branch, great people. On more than one occasion the branch manager Dave Brisson has gone out of his way to help, especially during the pandemic and Mohtisham Shaikh was there to make sure wrongful charges were handled appropriately. I barely had to lift a finger, Mo took care of everything for us.