Echelon Wealth Advisors, LLC - Rochester (NY)

Jeannette Moore Always very efficient, personable, professional. They get the job done without fuss. Going on 25 years doing business there.

Marco Berna Great Service and advice. Isaac is very knowledgeable, responsive and does an exceptional job!

Lugene Duso Tony Dannibale, NBT Bank, 1125, State RTE 222, Cortland, NY AVP, Retail Market Manager, was a true pleasure to work with and went above and beyond in helping me during the covid lockdown. I would highly recommend his branch to anyone that is looking for a personal contact that will get the job done!

The Beauty Boost Buffalo We partnered up with The Establishment last night to have Wine & Investing for our community of women, and it was a wonderful event! Informative, fun and interactive. THANK YOU!

Patty Schmidt I used them for the very first-time last year and will continue to use their services. Went smooth and it was quick and easy! Highly recommend.

Mary Picerno I have appreciated my 10 year relationship with Bouchey Financial, and so has my family. Its been helpful and convenient to consolidate my retirement and investment accounts in one place so I can see the bigger financial picture. I have always found Martys guidance and our in-person meetings helpful. Marty and Sam are creating a flexible retirement plan that will help me prepare for my eventual retirement, and adjust as I age. I really appreciate that! Im grateful for all the support over the years! Thank you!

Neasom Zucker Working with Ann Zeilengold and her assistant Michelle was an absolute pleasure from start to finish. Ann guided me through the mortgage process with clarity, patience, and professionalism. She was always available to answer my questions, explain the details, and make sure I felt confident every step of the way. Getting a mortgage can be stressful, but Ann made it smooth and manageable. Im incredibly grateful for her expertise and dedication. Highly recommend her to anyone looking for a reliable, knowledgeable mortgage broker!