Citi - New City (NY)

Andrea Kaplan I first met Nick 8 years ago while I was still in nursing school, and he’s been the most reliable and trustworthy guide for my finances ever since. Hes realistic, thorough, and present-based but future-oriented: helping me visualize action plans for my short-term, mid-term, and long-term goals—both personal and professional. He has helped me steadily grow my savings while planning for the future, even during stressful and uncertain times. Nick and his team bring deep expertise in new business/ tax strategies, investments, and retirement planning, yet always keep conversations positive, clear, and easy to understand. I really appreciate their quick response time and how they make sure I feel confident in my decisions.. I always leave our calls feeling motivated, as if I just went to a life coach. Whether you’re a parent, a small business owner, and/or just trying to capitalize, Nick is the trusted contact I would choose for financial planning.

Kerry Carhart I have had nothing but good experiences working with this financial institution. They have always been pleasant, helpful and informative. There are never lines or wait times when making transactions. The lending department is particularly quick & efficient. I can’t think of a reason why they would t get 5 stars.

Natasha Mohan Mr Faisal Shuja is amazing , He is great , he did my family paper work for immigration , he knows His job very well I recommend ppl out there if you need such as immigration application n life insurance ,passport and a lot more , please dont hesitating go to him , he is very professional I just thank him for all his good work

Margaret Helmes I met with my financial advisor this past week at the bank .He was extremely helpful, knowledgeable, patient and very professional. I enjoy doing business with him. He is personal and takes time to answer all my questions. I trust him very much have done business with him for about six years.

RESA CHADLEY They are always best citizens staff

Renee Barmada Matt at Edward Jones has been exceptional in managing our financial needs. He takes the time to listen, understand our goals, and offer personalized strategies that fit our situation. His knowledge and clear communication give us confidence in our financial future. What stands out is his dedication to keeping us informed and his proactive approach. Whether it’s retirement planning or investment advice, we feel secure knowing we’re in great hands. Highly recommend Matt for anyone seeking a reliable and thoughtful financial advisor.

Jesse Wood I’ve been dealing with the Elmira branch for a few years and they are amazing!!! Great customer service always polite and smiling. Kaitlin has been the one that always helps me always smiling and answers my questions without making me feel like a burden.