Community Bank, N.A. - Oneida (NY)

Jake Cooper I work with Dan McAuliffe and his team. He is innovative with how he reduces risk and has far lower costs than the others I spoke to before moving my portfolio. I would highly reccomend working with Dan McAuliffe and his team at Equitable Advisors. Lastly if communication is important to you they have a proactive seevice model, I am constantly getting unprovoked updates!

Laura Fowler Paul Delisio is a wonderful agent who becomes a trusted friend. Both he and his assistant, Heather are professionals who are knowledgeable and experienced in their field. They are also both kind, caring and compassionate. Great company and great people.

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

Amanda Prashaw The agent that did my tax return for me answered all of my questions and I like that they have a computer set up that u can watch every step of the way when your return is being done she also explained what every line was and exactly how much I was getting and their fees are reasonable.... I already have my appointment for next year

Gloria Cahalan Always wonderful. Never a problem. The staff is terrific.