CMC Wealth Management - White Plains (NY)

D A I live pay check to pay check and Ive gotten a car loan and a personal loan from this bank, both without issue. I havent tried calling for customer service as other people complain about but going through the app Ive gotten immediate responses. Theyve never made errors or done me wrong, and are a HUGE upgrade in every way from my experience with Tompkins trust in trumansburg. Night and day difference, and Im thankful they exist.

Ryan Etu Fast and Friendly

Lisa Pullaro We are very pleased with the service, advice and communication we receive from Renee and Cody at Valley Investment Planning (VIP). We have worked with VIP for over 15 years and have complete confidence in their knowledge and expertise. They remain current on market conditions and investment products and have consistently worked in the best interests of their customers. We highly recommend VIP without reservation and are pleased that our daughter is now investing through them as well. Renee and Cody are personable, truly care about their clients and are readily available. Their communication is excellent and they always make you feel welcome and valued.

Scott A I wouldnt trust these people with my lunch money

Steve51 This company gets it! Tammy (branch manager) has provided my family with outstanding coverage and service for many years. Insurance is protection for the unknown. That’s what we receive at a competitive price.

Jayson Pratts Walked into the beautiful office on Richmond ave. and was immediately greeted by the super friendly staff. In just moments sat down with Joseph, and had one of the best consulting experiences in my 25 years of filing taxes. Thanks!!! Update Third tax season with Financial Solution Group, and I am certain that I would not do taxes with anyone else. Thanks Joseph!!!

Kim Parks Have never been involved with such a caring business, the staff bends over backwards to make certain we have what we need.. they take time with me and it is much appreciated.