Financial Services - Plattsburgh (NY)

Shauna McIntyre If I could leave negative stars, I would! This company is the worst. And God forbid you ask to speak to a supervisor. They will NEVER answer in call. And the 72 hours to call you back is a joke! They will document your account that they attempted but wont actually call you. This company just wants your money but wont provide you with customer service. They will continue to schedule withdrawals from your bank thousands after accounts and fees have been paid. I dont trust that they wont try to steal that extra money. You will be better off negotiating your own balances and payments with the companies you owe and actually be able to save money in the long run. The fees you pay this company end up costing you just as much as the financial balances you submit. Save your money time and respect because this company does not care about their clients, just the money that can steal from them. Global holdings will sift money from your account without documentation of what its for, beware, and watch your funds!

Francis Matera John and AFG are excellent. He is not only professional and good with helping me with investing, but the entire staff is kind and makes me feel like family.

Gail Starkweather My husband and I have been with cobblestone country federal credit union over 27 years. We have my savings and checking. I also have a Christmas club. Car/truck loans, motorcycle loans, RV loans yep we’ve had a few. I love that they can preset my money transfers to my accounts and take care of my loan payments so I don’t have to. Everyone I have worked with at CCFCU is always kind , courteous and helpful. Even our college student is now banking with CCF CU and was able to buy her firsts car.

George Bakes I’ve had the pleasure of working with Zachary Norman at Hudson Peak Wealth Advisors, and I can confidently say he’s one of the best financial advisors I’ve ever encountered. From our very first meeting, Zach was attentive, genuinely interested in my goals, and thoughtfully asked questions to fully understand my personal situation. He crafted a custom financial strategy that not only aligns with my short- and long-term objectives but is also adaptable as life circumstances change. Throughout our collaboration, Zach has been proactive, responsive, and incredibly transparent—he always takes the time to explain complex financial concepts in clear, down-to-earth language. His professionalism, integrity, and dedication to fiduciary duty shine through in every interaction. Whether I’m checking in for routine portfolio reviews or recalibrating after a major life milestone, Zach has made the entire experience seamless and comforting. His expert guidance has strengthened my confidence in my financial future, and I wholeheartedly recommend him to anyone seeking a trustworthy and knowledgeable advisor.

Sunny Grewal My experience dealing with the Wentworth team was great and comfortable. I was felt I was part of the group.. Andy hands down bro your professionalism and your creativity was unbelievable, keep it up see u guys soon.