Haller Financial - Saugerties (NY)

Lenore Franzese Mark has handled my 403B for over 10 years and I am very happy with the results. Mark and Jen are both very knowledgeable and will give you the right guidance. I highly recommend them.

k stran Worst bank ever. Do yourself a favor and choose literally any other bank. You go in, the customer service sucks. The hours for this place suck. On top of that, there have been way too many instances where we have absolutely 0 access to our bank accounts. No way to login online, call and they can’t give you any information, NOTHING. Currently unable to look at my account to see anything AGAIN. What kind of janky old system are you people using?? On top of their extremely silly rules they have, their dumb hours, no after hours help, not being able to have access to our account on 10+ occasions over the past couple of year (not at all Exaggerating). It’s quite laughable that you are able to build a brand new bank 5 miles from the one you already got but unable to upgrade to a system that actually works. As I said before, steer clear of this place. Not worth the hassle at all. Also gotta love all their generic responses to complaints in the past year but absolutely 0 effort made on fixing the same ongoing problem. Hope this place goes under and quickly

Molly Smith-OBrien I could not recommend Erika more, five stars is just not enough. From the moment I reached out to her, I was met with professionalism, expertise, and a level of personalized service that exceeded all my expectations. As a first-time homebuyer, I had a million questions and Erika was always there, and quickly, with answers. I never felt like a bother and she really did hold my hand every step of the way. With a limited budget and the market the way it’s been we didn’t realize how important it was to have someone who could get us approval letters in literal minutes. Erika was always just a phone call, email, or text away. She would run numbers for me for every crazy idea I had to stretch our budget and it gave me the peace of mind that even though the market was rough, we were truly running through every scenario we could to make things work. I was told going into this that the bank is always what holds real estate transactions up but Erika and her team were ALWAYS 5 steps ahead of everyone else, we never had to wait on them. The seller’s whole side was a complete and utter nightmare during this transaction. We dealt with so many delays and Erika and her team did EVERYTHING they could to help us not lose money after locking into our rate. I am beyond grateful. A lot of people questioned why I was using Homestead instead of a “going directly to the bank” and interestingly enough, before locking in, I spoke with a family member who recently started working at Chase. He gave me his best rates at the time and Erika was still able to get me the same rate but with even fewer points. Erika took the time to understand what was best for us and what was best given the wild market we were shopping in. This just solidified my belief that there wasn’t anyone better to have chosen for this transaction. I cannot recommend Erika highly enough. Her dedication to client satisfaction, coupled with her expertise and integrity, sets her apart. Whether youre a first-time buyer like myself or a seasoned homeowner, you can trust Erika and Homestead Funding to deliver outstanding results.

Robert P One of the best in the business, highly recommended. Ive never had any issues when it comes to doing my taxes. Thanks for keeping the IRS off my back.