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

Jen I have used Sid G Spear for many years, for all of my familys insurance needs. Through the years Carrie and Diana have provided us with exceptional service, from the occasional call to remind of an upcoming payment, to out of the blue calls to let me know there may be a cheaper policy or carrier available to us they always go above and beyond to ensure we have the coverage we need at the best price available. So grateful for all the extra care that they put into their jobs and the friendly service I receive with every interaction.

D Very knowledgeable and professional ..worked with my family for years..

Philip Fardig I am very satisfied with the honest Integrity, Knowledge and Friendly Personality, easy to work and relate too, I am confident and at peace knowing my familys financial planning is completely covered for the next chapter in life.

Kevin W Skilled, experienced and successful financial advisor group that does an extraordinary job for its clients. Outstanding services and first class client treatment!

jesse magrath Excellent service

Hooda Rasheed (MisterWeirdo) This is not a bank. No deposits No withdrawals.

Maya Shikhian Exceptional Tax and Accounting Service I recently had the pleasure of using the tax and accounting services provided by this company, and I must say it was an exceptional experience. The team demonstrated profound expertise, ensuring a thorough and accurate handling of my financial matters. Their commitment to excellence was evident in the meticulous attention to detail, resulting in a seamless and stress-free process. The professionalism and efficiency displayed by the staff surpassed my expectations, making them my go-to choice for all future tax and accounting needs. I highly recommend their services to anyone seeking top-notch financial assistance.