Edward Jones - Financial Advisor: William Henry, CFP® - Penn Yan (NY)

Ryan Wright This is where I bank. Super fast, twenty-five dollar minimum to keep account, offer secured credit cards for those trying to establish credit. Also the ladies that work here are always super friendly and knowlegable about any questions you may have. I feel this is one of the best credit unions around, and are great if you like to avoid all the hidden scams of big banks taking your money.

Stan Campbell whole staff very helpful and great listeners to understand situation and help with options for solutions.

Gary Sam Ive had an excellent experience working with this firm for both tax preparation and financial planning. Theyre knowledgeable, responsive, and truly take the time to understand your personal and business goals. Their advice is clear, actionable, and always in my best interest. I feel confident knowing my finances are in good hands. Highly recommended!

Indy Jones Dave and The Insurance Place Agency team provide customer service that is second to none! We have auto, home, and business insurance through them and are extremely happy. We would highly recommend them to anyone looking for insurance.

M Safiullah They are very nice and talkitive they have no online sign in system its amazing they listen our problem very carefully even its amazing place for kids the guard is outsanding overall i will recomend that place to go there they try to understand if english is not our first language Super amazing