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

Lisa Aiello Our company made the decision to switch out accounts over to Pioneer Bank after a virtually non existent relationship with our current bank. Christina has been such a pleasure to work with, and from the start, she has gone out of her way to provide us with amazing service. She has been invaluable with helping us navigate the SBA resources available during this crisis, and has worked hard to make sure our business has the resources that it needs. We couldnt be happier with Pioneer!

Steve R. I gave WFA one third of my portfolio three years ago and this is my update on their performance over that time. I am a client of Nick L., so this primarily reflects on the success of his efforts. I have been very pleased. Nick and his team consistently exceed my expectations in terms of portfolio performance, client service, customization, enjoyably meetings, and the statistical analyses I require. As someone who has written my own investment software for over 10 years, I have a lot "invested" in managing my own portfolio. However at this time I am considering placing another third of my funds under Nicks management.

Shamual Nektalov Omg i had the worst experience ever there.I just came in, and this lady named Snagreta looked at me like I was an illegal alien and didnt even ask me what I needed if I wanted to speak to a seller or nothing.She just disregarding me as if im not a human being. This place needs new employment. $ Fire Sangreta

C B Very good and in formative.

Raymond Lewis One of the Best credit union ever! They were knowledgeable in all aspects,Pertaining to All Different types of accounts. Will be back soon with my information to open my account. Thanks Sophia.

Dona Giglio Funny story: Sort of sad too, After my husband passed away in 2018 my ex husband of 20+ years past (who always scrutinized every penny earned and spent) recommended Michael McGovern and Modern Bookkeeping to me. I took his advice (the only time ever probably) Thanks to Modern Bookkeeping 5 years later I am retired and without worry. Michael has expert advice in all aspects of financial planning and he made me feel like part of the family. As I take stock and express gratitude it occurs to me that I should let the world know. If you want an honest, reliable and digitally savvy financial care provider give them a call! I am out of state and it never occured to me that I could post a review in another state, duh. Do it now, so you are in a better 2025 tax position!

Rinat Sadikhov An exceptionally professional and courteous team with outstanding expertise in their service. I was highly impressed with their efficient, professional, and competitively priced accounting services.