Forum Financial Management, LP - Cohoes (NY)

Dertilus Bien-Aimé Excellent

Maureen Barnard I’ve tried to call several times, you state your hours are from 8:30 to 5… but no one picks up, the recording repeats itself over and over and over. My financial advisor told me he called and left a message and no one called him back. Your message center says leave a message, but your message center says, you cannot leave a message, it’s full. This is very annoying. Someone should be checking and correcting your phone message.

Jubayer Rashid Manager Jaqueline treated me very nice but teller Lorna was rude. The manager helped and got my money thanks to her I’ll keep my account at Apple bank.

E Cap I have been with Fagan Associates for many years. Dennis and his team continue to impress me. They understand my goals and are frequently tweaking my portfolio as the market changes. I have been with other advisors in the past and they made little to no changes to my account. Also these bank affiliated advisors would always push the garbage that the mother ship was underwriting. Fagan puts my interests at the front of the line as it should be. I have many families members who are with the Fagans and we are extremely happy with their level of service, knowledge and caring. Fagan Associates is the real deal. Thank you Dennis! Ed