Fiduciary First Advising, Fee-Only Retirement Planner in Rochester NY - Rochester (NY)

bj forte Joel and his team are absolutely amazing! They are great listeners, organized, professional, thorough, patient, kind, and they make challenging situations more easy with their hospitality. I recommend them to anyone who wants top notch service and expert advice!

Mark Friden Mr. McBride is very professional, while also being friendly and approachable. He always explains things in a very understandable way.

Brian Davis I worked with Patrick on my initial call and he was great. Then I starting working with Jenny and she was wonderful! She got me quotes for all my policies which saved me $1,200 per year. She was very nice and made this process so easy. Would recommend this team to anyone!

Nathan Lamphere Ive had a couple auto loans from here. They beat the interest rates so they won! Ive also had some issues with my account "not their fault or mine" and they were very helpful straightening it out. As far as posts about lines. There are also Kiosks and Ive never had to wait an unreasonable amount of time.

Svetlana NEDEL I went in there earlier today and the security guard was so cocky rude and condescending. He violently said with a snotty attitude, where are you going? Never said hello or anything. Will never be doing business with this treasurers office again because they support a police state. This is why people are losing faith with police officers and security guards they think having a badge makes it okay to be rude and act like a little pompous snot nose. He has a lot of growing up to do. Entitled p o s

Linda Glover My experience with CFCU has been nothing but positive. For me, its very accessible both physically and digitally, they offer a wide range of services and options, are much more customer focused than traditional banks. Its a refreshing alternative to for-profit corporate banks.