Herkimer College - Herkimer (NY)

Lisa Michael When my family first started out, ensuring our financial security was a top priority. We were fortunate to be referred to Jim Leo by a friend. From our initial meeting, we found Jim to be not only knowledgeable, but also incredibly patient and thorough in answering all of our questions. He never pressured us into any decisions and was always attentive to the management of our portfolio. Years later, we are grateful for the trust we placed in Jim Leo. His services have been invaluable, and he has also provided excellent referrals for other services we have needed. I highly recommend Jim Leo as a financial advisor.

Carmen Ortiz Excellent customer service. I was served by Diana Torralba, who was absolutely kind, patient, and dedicated. Her personality made the process effortless. She is extremely knowledgeable about the businesss services. I would return a thousand times and ask to be served by her again.

Laura DeBadts I have banked locally with this bank in our community for 24 years. I am sure the employees are the number one reason I am still banking there. I am a low manintenance person. I deposit and withdraw and take responsibility to my banking. I dont do a lot of digital commerce. Every time I have needed something they have done it with 5 star service. Jody and Megan are outstanding in leadership and we are lucky to have them at that level of consistency. The tellers learn who I am and know me and my needs.

Mary Picerno I have appreciated my 10 year relationship with Bouchey Financial, and so has my family. Its been helpful and convenient to consolidate my retirement and investment accounts in one place so I can see the bigger financial picture. I have always found Martys guidance and our in-person meetings helpful. Marty and Sam are creating a flexible retirement plan that will help me prepare for my eventual retirement, and adjust as I age. I really appreciate that! Im grateful for all the support over the years! Thank you!

Ann DeBottis Dan always takes the time to know what your needs and goals are. Definitely would recommend.