Fieldstone Private Wealth - Ameriprise Financial Services, LLC - Brockport (NY)

Bev Mello Awesome people to deal with friendly staff who are willing and capable of helping you out with any concerns you may regarding your account.

Minerva valentin I love their professionalism and their service for the customer Mona was amazing and she made me feel comfortable

Amanda Prashaw The agent that did my tax return for me answered all of my questions and I like that they have a computer set up that u can watch every step of the way when your return is being done she also explained what every line was and exactly how much I was getting and their fees are reasonable.... I already have my appointment for next year

Melissa Miller I was pleasantly surprised by my visit to the Monticello SSA. I came in without an appointment, registered, completed my paperwork and met with a representative in 15 minutes. Although every pen had been stolen from the lobby and booths, the security guard was nice and lent me one. The clerk was very friendly, efficient and clear about next steps. In comparison with many other government offices, I think they did a great job. Kudos!

Josh Garcia Spring Bank changed the community and its members forever. Such a brave thing for a Bank to open in such an area and they provided services, facilitated Non-Profit services, educated the community and its kids in finance and provided loans and services to underserved Bronx Businesses. Cheers to the Founders, Investors and Employees that took it from launch to where it is today. Congrats!

Cathy Williams They are so helpful and kind and walk you through the whole process.

Matthew Bobal Ive been working with Jake Katz for a while now and he is an awesome resource when it comes to financial literacy, planning, and retirement. Jake seems to remember everything we discussed previously, is up to date on new laws and regulations so much so that he actually helped my accountant find more savings, and is knowledgeable about the market and current events. Best part is Jake listens to what I say and want, and helps guide me to the best solutions rather than pushing me into a cookie cutter option. I highly recommend calling Jake and youll also feel comfortable having him manage your hard earned money and future.