First Command Financial Advisor - Marci Pistner - Watertown (NY)

Jessica Preston Ive had such an incredible experience with Conor and his team at Thoroughbred Advisors! I am a 27 year old self-employed person. Financial planning has always been something that has confused and overwhelmed me. Conor is the only person who has ever explained everything in detail to me, in a way that I completely understand. He has all the patience in the world, and is very detail-oriented. He truly has his clients best interests at heart, and he goes above and beyond for them. He has helped me with all of my financial planning including retirement planning, and life insurance. I now feel CONFIDENT and EXCITED about my financial planning, rather than overwhelmed and confused. I truly cant express the gratitude I have for Conor and his team. I feel so fortunate to have this team of independent financial advisors helping me. If you are looking for a financial advisor, absolutely look NO FURTHER! You will find no better than Thoroughbred Advisors! Thank you Conor!

Paul Schroeder I dont know what the deal is with the other two people who reviewed Schwab but I totally disagree. I have been using them for many years and they always provide exemplarily service and good advice. Their platforms are great and capable of significant depth for an investor.

Mary Hancock They were very accommodating and understanding

Katherine Howard We are Dean Rothman fans! Over a number of years Dean has helped us to have a safe and secure retirement. He is patient, available, smart and friendly and we are glad we found him. Ralph and Katherine

Chris Santoro Marc is great to work with! Very knowledgeable with all the products and services that he offers!

JENNIFER RUDERMAN Bill and his staff are courteous, caring, incredibly helpful, and most importantly, trustworthy. I would highly recommend them to anyone who is in need of solid financial advice and management. They will listen, and tailor a plan that can fit with an individuals goals and risk tolerance. I cant say enough about how much theyve helped me, and other members of my immediate family.

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.

Maddy Frank Jeff is the best! I would say I have very baseline financial literacy, so I was a bit nervous to consider investing. Even my retirement plan is a bit confusing to me. He took the time to share his knowledge with me and made it very easy to understand. He gave me some simple advice to help optimize my portfolio. He explained his reasoning for everything and the model they use at their firm. I appreciate that he didnt rush through it all and thoroughly answered my simplest questions without judgement. I would definitely trust this firm with your finances.

Raymond Lewis One of the Best credit union ever! They were knowledgeable in all aspects,Pertaining to All Different types of accounts. Will be back soon with my information to open my account. Thanks Sophia.