Donlan Wealth Management - Plattsburgh (NY)

Daniel Bailey Branch of KeyBank? Bank of Greene County? Other?

Brian Baker Been going to Richard for nearly 15 years. Very fast organized and honest. Highly recommend.

Ian Mccray Does my taxes, have never had a problem. Very timely and efficient.

Kerry Demarest Anytime I have a client (Im a bookkeeper) who wants to change banks but remain local, I recommend CFCU. This has been the case even before they hired Shine who handles business accounts. But its Shine who is so helpful, efficient, and knowledgeable that makes me appreciate this bank so much Im writing a review. Since I only work with small businesses, its a fairly old-school concept that I get a real, dedicated person to assist with my accounts. It used to be like that with all the banks here, but that kind of relationship with a bank has been disappearing for years. Thank you Shine for all your help with all my clients all the time! I appreciate CFCU, and especially you!

Emmilie Oudekerk Paragon Home Loans was super helpful in not only helping me find a loan but putting me on the right track to obtain a loan! They were very receptive and always willing to answer questions! Jackie was so educating on what I was doing what I needed and how things worked! Because buying a house is such a big thing and I was completely clueless! I really appreciate how personal the interactions where with all the employees do Paragon Home Loans, it was more than just another client to them! I am super grateful for all their help and hard work!