Edward Jones - Financial Advisor: Benaiah J Henry - Penn Yan (NY)

Jeff Stavitsky My wife, Pamela, has been a client of Neils for almost 15 years now. Neil is extremely knowledgeable, helpful, accessible, patient and his rates are very fair for all of the work that he does! I am so impressed by Neil that I will be switching away from a large, high profile accounting firm to Neil this coming year. My wife and I highly recommend Neil G. Carousso, CPA,CFP for all of your accounting needs-

Erika Imranyi We just closed on a new house and used Ulster for the mortgage. We were so happy with our experience. Our mortgage specialist Kyle Buckley was knowledgeable, patient, and attentive. He even took calls after hours and went above and beyond when we ran into an eleventh-hour complication that nearly delayed our closing. The bank is so professional and made the process simple with a great online portal. I would highly recommend Ulster for your mortgage needs and ask for Kyle!

Sha Fay I have been using this bank for 5 years and all of the workers are so nice. My entire family banks here as well.

Karin Scott Bowers & Co. were extremely helpful in our PPP application process. We are a small non-profit with limited in-house resources, and so appreciated this assistance very much. We always felt they were right on top of things, and were instrumental in our success in obtaining these funds. They also had excellent follow-up and responsiveness. In addition, they hosted informative webinars on developing guidance. We felt very fortunate to have a long-standing association with this respected CPA firm.

V Chavez TERRIBLE customer service... I opened an acct online and received a call from a woman asking if I needed help from the bank this year...She NEVER informed me yall were closing my acct do to DocuSign docs that didnt come thru for 3days..I was told by fraud dept to open ANOTHER acct online and was AGAIN told its closed and now I have to go in.....Im not from NY Im from Orlando and I have NEVER IN MY LIFE met more DISENGAGED and JUDGEMENTAL PEOPLE in my LIFE.....I wouldnt recommend this bank to my DOGS....These ppl are SHADY and they lie so watch out