East End Financial Group - Riverhead (NY)

Gary Sam Ive had an excellent experience working with this firm for both tax preparation and financial planning. Theyre knowledgeable, responsive, and truly take the time to understand your personal and business goals. Their advice is clear, actionable, and always in my best interest. I feel confident knowing my finances are in good hands. Highly recommended!

Roy Meadway As I approach 55 they helped me maximize my retirement plan to have the most money possible when the time comes.

Stefanie Menardy Friendly, helpful and understanding

Joanne Condren I’ve been with Eric for quite a while! He’s a great investment advisor! I would recommend him highly!

Michael Meath We cannot say enough about the Rockbridge Investment team - these professionals have guided us for almost 30 years now on the best ways to maximize our personal and business investments. We have relied on them for literally every major financial decision we have made in recent years... and the peace of mind they provide with down-to-earth, practical advice helps us feel confident in our situation. First-class group of people. Call them if you arent already a client!

Paul Steinberg This branch is GREAT! I had a complicated, cumbersome transaction to do, and everyone worked hard to get it done, and they were friendly and welcoming at the same time. In particular Rosa, the supervisor, and her team of Kate, Portia, and Jafet were really terrific. There was another staff person there, too, but unfortunately I dont remember his name, but he was also helpful. Im very glad I decided to do this transaction with Ulster Savings Bank in Kingston instead of at Chase or another huge bank. Thanks, everyone!