David Lambert - Morgan Stanley - Poughkeepsie (NY)

Abigail Davidson What a great company! Great people, great service, great rates. A true pleasure working with them!

Gary Burchik One of the things my wife and I are grateful for this holiday season is having met with Laura for the first time back in 2018. Over the years she has helped us get our financial lives in order. Each time we meet we cover new topics and opportunities to tweak our investments and guide us toward a comfortable retirement. She understands our risk tolerance and has our portfolio well balanced. Laura also has valuable connections to help with other aspects of our lives such as preparing a will, and health care proxies. We highly recommend her!

Roz Feinstein Anne Chernish is top notch financial adviser. I can only hope that her expanding business association will continue or even surpass her fine results!

Marian Abrokwa Very informative. Boosted my credit all the way up!!! I’m so grateful!!!

Kimberly Devine-Brink I opened my first account with this bank in 1994 when it was National Bank of Geneva and went through the change to Five Star. For at least a decade of that time, I lived out of state but kept my 5* account. In fact, I may still be using that same account for my monthly bills, but Im not sure. My children had their first savings accounts with this bank, and learned how to budget here. Over the years, I have ALWAYS known I could walk into this branch with an issue, talk to someone and walk out with a resolution or confidence that the individual I spoke to would do their best to help me. 5* is a good bank, but this branch is part of the community.

L. Derring Am grateful to Cuddy and Ward for everything. I would highly recommend them.

Wendy Shutter My husband has used Andrew Smith (and his father) as his advisors for most of his life. Now that hes ready to retire its wonderful to see how their planning has paid off with another source of guaranteed income. To some of the negative posts on this site, people should understand that Wells Fargo Advisors is not a bank.