Etico Wealth Management LLC - Utica (NY)

Whatchagonnado It’s very unfortunate that the City of White Plains has an employee like Terrence Conroy. Simple questions he can’t handle, unprofessional, raises his voice for absolutely no reason, short responses with no resolution, a clearly insecure tough guy persona over the phone of course.

Patrick Donnelly My wife and I cannot say enough great things about Gary Anastasio. The most important thing is that Gary always gets back to you if you have a question. He is a very intelligent person who knows the Financial Business very well. If you’re looking for a Financial Professional, give Gary a call. You won’t be sorry you did.

Chris Tranchina Chelsea Financial gave me a shot when no one else would. I cant thank John enough for the opportunity he gave me and my family to continue my career. John has always been professional and helpful. I would recommend Chelsea Financial to any other advisors in the industry.

Cody O’Meara I opened an account here this week online. I had to go in to do a first time withdrawal as the debit card hasnt come in yet. I had the most nicest and professional bank teller. I normally dont ever go inside the banks, but this was a nice benefit at the Johnstown branch for needing to go in on this occurrence.

Kelly Willson I have had the pleasure of working with Brett Koeppel twice. He is just terrific. My husband and I sat with him last year to begin our retirement planning. He was prepared, knowledgeable and kind. Brett treats you with respect and has a quiet confidence that just sets you at ease. There is no hard sell, just a calming influence and facts. We hadn’t talk in many months and then I was tasked with settling my father’s estate. I called him up and he made time for me and talked through everything in a way that was logical and easy to understand. I highly recommend Eudaimonia Wealth if you are in need of financial planning.

Tammy Graham I have multiple accounts with Chemung and I love the girls up on the Hanshaw branch near my office. Unlike a previous bank I had, its nice to see the same faces every time I go in. There is no employee turn-around here which says a lot for the bank. There are just a few tweaks that I wish the checking accounts could do.