Five Star Bank - Auburn (NY)

Lisa Pullaro We are very pleased with the service, advice and communication we receive from Renee and Cody at Valley Investment Planning (VIP). We have worked with VIP for over 15 years and have complete confidence in their knowledge and expertise. They remain current on market conditions and investment products and have consistently worked in the best interests of their customers. We highly recommend VIP without reservation and are pleased that our daughter is now investing through them as well. Renee and Cody are personable, truly care about their clients and are readily available. Their communication is excellent and they always make you feel welcome and valued.

Mary Sullivan The Tompkins Trust company has been my primary bank since I moved to Ithaca in 1966. Have briefly tried other banks but TCTC has the best locations and number of ATMs. They handled our mortgage , checking and home equity loans with courtesy and full disclosure.

Mercedes Henry Such a friendly, welcoming environment. They’re big on educating you on money, business, and even mentals Looking forward to doing business with them soon

Karen Frye Jordan is the best. Very knowledgeable and definitely knows the Tax business for sure. Very satisfied clients.

Dan Adams Weve been with Paul for several years. Hes always been responsive and clear. Our investments are tracking according to plan. So we couldnt be happier.

Tessa Tookes A true joy to work with for my whole family, and we’re talking generations here! So grateful for his empathy, compassion, and ability to chat through complex scenarios for the financially illiterate (me).