Edward Jones - Financial Advisor: Thomas K Dalton, CFP®|AAMS®|CRPC™ - Lockport (NY)

Review Squad 11 Excellent service. They take great care of growing & protecting our retirement funds & the app is easy to access! 5/5!

Unger Kat (Kat) I switched to key bank from national bank of Coxsackie because my card kept getting frozen for normal transactions. Ever since I switched to KeyBank, it’s been easy. I had to replace my card once due to losing it, and I got it quickly replaced. The staff in Catskill and both Hudson locations are super friendly and helpful. The Catskill branch is where I initially opened my accounts and I have been satisfied using them since. All the fees are fair and they make it easy to have a joint checking and savings and also offer credit card options and loans.

Tessa Tookes A true joy to work with for my whole family, and we’re talking generations here! So grateful for his empathy, compassion, and ability to chat through complex scenarios for the financially illiterate (me).

Elijah Freeman Notice how all the negative comments everywhere arent clients even though we are one of the highest rated for doing good business and a lot of it. Notice people crying to pay for state and federal licensing as if licenses are free. Anyway, I love it. Your favorite company, possibly the one you work for invests in Primerica. I dont get it....but rock on guys

Michael Liverani Have worked with Brian Ginty and have been delighted with his expertise, his great attitude and sense of humor. He always leaves you feeling that he ‘has your back’ in all financial matters.

Kathryn DeGroat I was very pleased with the services provided. I had always prepared my own taxes for the past twenty years. I moved to NY last August and knew I needed someone to prepare my taxes. I Googled CPA near me and found Thomson. I called and got an appointment. I provided my information and documentation. They did an excellent job,and were reasonable in their fees. I plan to use them next year,even though my taxes will be less complicated. Very pleased with Thomson.