Edward Jones - Financial Advisor: Shaun I Roach - Latham (NY)

Carl Facciponte The Horizon Group is the ONLY firm I would consider to handle my retirement IRA. They are leaders in the industry, have spoken in front of US Government committees about necessary investment reform, and are the sharpest, friendliest group of people Ive ever met. Check em out!

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!

patrick julian Nicole Taylor in New Hartford branch is knowledgeable , professional and caring. Always called to update and answered my calls immediately. Knew I was in time constraint and made sure it got done. Thank you Nicole

Mad Hatter We all want to make money in this world and most only trust it in their own hands, however there are no better people than in this office to advise you and protect your assets. Both Zaim and Kaeagen treat you as family and as if your money is their own on the Sense they want to see you make money........ o highly suggest this office and especially the people working there. Keep it up guys!!

Aron Hirtz Great service & very professional staff. Jacob has been helping us with personal and corporate returns (for 5 years now). Jacob was able to quickly advise on various questions. Would definitely recommend Jacob Lichter & Co. no matter how complicated your returns are!