CONY Financial Group - Poughkeepsie (NY)

Stephen Sullivan My wife and I have been working with Jared for about a year now. He’s done a fantastic job and I would highly recommend him to anyone that is wanting to start their financial journey. We immediately noticed Jared’s attention to detail and his willingness to listen to our specific needs and goals. We look forward to our continued partnership and sharing in our financial successes with Jared!

Jeffrey As a first-time business owner, Capital One in Riverhead was extremely helpful in walking me through the process. I’m glad I set an appointment here as the employee named Gabby that helped me was both courteous and thorough. The same goes for another colleague of hers named Chris that helped us through the process. It was a simple appointment for creating a small-business account that I was delighted to open here.

portcitymachine Friendly, competent CSRs. Quick transactions and adequate parking. Never a problem that isnt handled quickly and cordially. Thank you.

Sophia Kapunan Amazing

Jo Suss First bad experience I had. I Had stopped to get cash in two certain amounts. Wanted two separate amounts. Because, 1- I Had to pay a bill in a specific amount . The Teller in Guilderland wasnt very friendly. We had a miscommunication and he did apologize. Then there was a period of silence while I waited for my other withdrawal amount. He then said oh I didnt understand you. I finally completed the transaction. Was going to the back entrance looking for a rest room. He exclaimed you cant go out that way across the whole branch. Said I was looking for the restroom, and said there wasnt one for the public to use. I never have a problem going to other branches. They are especially courteous and very friendly service in Johnstown or Gloversville, NY. Still love this bank!

Alex D If you’re looking for a top-notch CPA, look no further than Tree of Life financial. They’re excellent for all your accounting needs! Edward is incredibly knowledgeable, professional, and always willing to help. Highly recommended!

JDMO Integris Financial Group is an absolute gem! If you’re looking for a loan, I highly recommend Angel and Integris. They’re super responsible, quick, and easy to understand.

Aryeh As an attorney practicing in the field of retirement funds, I am consistently impressed with Ari’s knowledge of the field as well as his dedication to his clients. Ari eats, lives and breathes finance and he is fully engaged in his client’s long-term goals. I’ve spent much time chatting with Ari about macroeconomic matters and I find him to be intelligent, understanding and clear-headed. His analysis of market data combined with his shrewd understanding of human nature enables him to comprehend retirement needs and planning strategies. I highly recommend Ari as a first-class financial-planning concierge for all your family and business needs.