Creative Financial Planning, Inc. - Nyack (NY)

Maria Toscano I had the best experience working with Peter to obtain a mortgage pre-approval. The process was easy and processed expediently. I have always found Trustco to have great products and professionalism in their customer service.

Kevin Boyce They loan application and approval processes were very simple and I loved the abiltiy to upload required documents for my case, online. Cassandra was amazing and I really like worknig with her now and in the future.

Robert & Shane Henderson great company, nice people, very professional....

Gina Russo We would like to express our thanks for the work you have done for us over the years. The expertise and attention to detail with which you have handled our finances. Your continual advice on financial planning issues has saved us significant amounts of money. Your passion, knowledge and a genuine interest in achieving the best for your clients is what makes a truly an outstanding Financial Adviser. “I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me is the way you took the time to get a feeling for where we are at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.”

Chris Gindi I really like the owners. They treat my wife and I well and their recommend investments have always done well by me.

Johnny Bailey Franklin County Department of Social Services has to be the best of the best. The staff is very helpful and friendly, also professional. They have helped me with everything. Id be bad bad if it wasnt for them. I really dont know what I would do without Franklin County Department of Social Services! They will be loved by Johnny Bailey. Always

Blueprint for Selling, James McEntire In my business dealings with Rob Just, I have found him trustworthy, caring, thoughtful, and an expert in handling finances.