Choice Investments LLC - New Hartford (NY)

Michael Carbone Jon at 360 has been successfully managing my investments for over 15 years. He is knowledgeable, trustworthy, and has delivered strong returns year after year. After having sub-par results with other firms who never reach out, I chose this business because of their honesty, experience, and high level of customer service. I highly recommend Jon and ThreeSixty WFM.

Connor Tucker I have used Justin for a while now, he is very professional to deal with. I would recommend him to anyone seeking financial assistance. He always answers my questions and gets back to me in a timely manner.

Mike Aguiar I opened an account with Trustco to handle international wire transfers. Berkley and MacKenzie have been exceptional in their friendly and professional services. Being always greeted by name is a bonus that is much appreciated.Catskill, NY branch.

Saddiq Johnson Very Fast Very Good Communications. Love Them

Taylor Tinneny Im giving 5 stars to one person and thats to Margarita. Im a little late doing this because I have two claims boys at home and they distract me. As she heard, she was so nice and friendly and didnt seem to be bothered by my noisy background. She was kind and we laughed about some things together. She made me feel very welcome. She helped me start my service and it was so easy because of her. She is wonderful and deserves a pizza party!!

Sean Barnwell Been going there for years. Excellent service.

Jonah Minkoff-Zern We worked with Joe for a few years. While he was patient working through various issues with us, it felt that he didnt have time to help in the end. Last year he made a mistake filing our taxes - which is OK - mistakes happen - but instead of taking the time to fix it or look into it, he put it back on me to try to figure it out when I received the notification from the State. It took a lot of time and effort for me to figure out what had happened (as Im not an accountant) and when he finally took the time to look and realized that he had made a not insignificant mistake - a mistake that led to us planing financially for a return that was much higher than our actual return; he didnt offer an apology - let alone a discount off a rate that somehow had increased by 50% from the previous year without warning (I found out when I received an invoice). Im sure for other accounts he could do better - for people with more knowledge of the tax system, etc. as I do think he is knowledgeable. It definitely was not a good experience for us in the end.