Garrett Clegg - RBC Wealth Management Financial Advisor - Syracuse (NY)

Robin Peters I’ve been with TCTFCU for about 24 years now and love the close family atmosphere there. I always feel like a member of the family there. Also the friendliness and professionalism of the staff can’t be beat. I know everyone in Clifton Park by name and they all know me by name. Whenever I call them, the person answering the phone is always so helpful. The services they provide more than meet my needs. Wouldn’t go anywhere else.

Matthew Liddiard Very personable, listens to your plans and gives you good advice to reach your goals. Excited to plan for the future with JT.

Hagen George I have been working with Anthony and his team for a number of years and always receive top class treatment and advice. You can always trust them to be fully informed, which is crucial. I trust them 100% with my investments and have yet to be disappointed.

Larissa Boyce I would not buy anything from this place. They dont have the time of day for you, unless they can screw you insanity

Daniel Hillman I’ve had an excellent experience with Gabriel Kaplan at Wealth Habits and have appreciated his sound investment and financial planning advice over the past decade. Gabriel is truly attentive to my needs, fully informs me of key considerations for each proposed strategy and is otherwise a highly reliable and thoughtful professional. I would recommend him to anyone who is looking to build wealth and gain peace of mind in their financial / investment planning.

Kelly McNeilly We’ve been working with Armando for a few years and have been nothing but pleased with the work he does. Him and his team are always working for ‘us’ always finding ways to help make our future a reality. I’m not someone who understands a lot of financial jargon and Armando is amazing at explaining things in a way I understand them which I always appreciate! We highly recommend him and his team to anyone who is looking to set themselves up for success in their retirement years.