Dehm Associates, LLC - Geneseo (NY)

Joan Pott Had a very smooth and painless transaction filing a fraud dispute for unauthorized charges made on my debit card, and then closing my checking account and opening a new one. Mark Hulbert was professional, calm, and reassuring!

Mirajul Ahsan I was looking for a business loan in Brooklyn, New York. Thank you Fast Funding for helping me. What I really liked was that you required very less documentation and didn’t charge us anything upfront. We really appreciate the way you have helped us for the small business loan in Brooklyn.

Daniel Byrne I met Luis Neely over 5 years ago after being laid off from a job I worked at for 23 years. He helped my wife & I with roll-overs, sound investment selections & making solid choices. He has been helpful with our childrens student loans, as well as credit card management. Now that retirement is near, these choices are proving to be well thought out. Luis has been professional and responsible. He always returns phone calls and is looking out for our best interest. Thank you all at Myles Wealth Management.

Felicity Tiberi I came in to get a typed direct deposit form and everyone was very helpful- especially Haley. She was extremely kind and walked me through everything to get what I needed and upgrade my account. I am very satisfied and I would recommend her to anyone needing assistance with KeyBank. Thank you Haley, your help was much appreciated!

Larissa Peñalo Anthony is a talented, hard working, results oriented professional who Ive enjoyed working with since we met. I was introduced to him during the pandemic, yet despite all the hardships and challenges at that time, he was the silver lining for my family, friends, and I bringing positive impact and financial guidance to all of us. I am truly grateful for his assistance and recommend him at any chance I get. Not only is Anthony is genuine, reliable, and honest, he is well versed and highly educated in his field. He listens to your needs and takes the time to guide you through every step while addressing any issues or concerns you may have along the way. Anthonys expertise, exceptional communication skills, and attention to detail set him apart from others in the industry. Id highly recommended him as anyone would benefit from his knowledge and dedication.

Elizabeth Mondrick I transferred my account to Strategic two years ago and I couldn’t be happier with the firm, the principles of the firm and my personal advisor, Greg Mattacolla. The volatility and the normal fluctuations of the markets can be nerve racking and/or emotionally distressing but I have been and continue to be confident in the Strategic approach, experience, attention to suitability requirements and hands on, 24/7, availability and communication. I have never waited more than a few hours for an answer to a question, advice or direction. I cannot recommend Strategic highly enough…these people really care.