Financial Planning Concepts - Staten Island (NY)

Randy Emond Called them up had me in the office within two days and walked out with an amazing experience

gloria seiler Weve known Mike Minter for several years. He set us up with a Variable Universal Life Insurance policy a long time ago around 15 years ago. That ended up being one of if not the best financial decisions we have ever made. Because of the loan feature we saved over $350 a month transferring some higher debt loans like private educational loans (that received no tax or government benefit). We are so glad that we have a policy set-up for our three year old daughter and will set another one up for our next daughter coming soon!

erica minnoe Excellent customer service and always very accommodating, helpful and knowledgeable. Very professional and friendly atmosphere. Best interest rates! So satisfied will never leave as a customer to a different bank. My partner Jason Northrup has also been a memeber here at Auburn FCU for a decade plus and is a customer for life. Shout out to Michael Fronzek, commonly working at both the Auburn and weedsport branches. He had the upmost respect, professionalism and was extremely helpful and went above and beyond for us. Highly recommend, thank you Mike!

Anthony The smartest business decision that I’ve made, it’s obvious that they know what they’re doing, but more importantly, the way they explained it puts your mind at ease, helps you feel confident in your endeavor and let’s you know that you have an experienced, client, friendly team behind you every step of the way, and they let you know more than once that they are there for any question you might have. Thank you for putting my mind at ease! Five stars every day!

Felicity Tiberi I came in to get a typed direct deposit form and everyone was very helpful- especially Haley. She was extremely kind and walked me through everything to get what I needed and upgrade my account. I am very satisfied and I would recommend her to anyone needing assistance with KeyBank. Thank you Haley, your help was much appreciated!

Linda Head Excellent bank to have my accounts friendly nice people

Chris Gindi I really like the owners. They treat my wife and I well and their recommend investments have always done well by me.

Jenna Goldstein I have taken out 3 personal loans with OneMain and every time have worked with Stephanie and Kristin. They both are amazing! They are always able to help me out. Get everything done quick and efficiently. They make things very easy on top of just being all around great people. Always happy to work with them and recommend.