Herman David R - New City (NY)

Nick Huber We have financed several self storage projects with Jason Moore in the commercial banking department. It has been an amazing experience! They know the industry well and Jason is very professional. Quick responses, excellent communication and overall just great service. They close loans on scheduled timelines and you always know what to expect. I highly recommend them for commercial lending!

Jane Pozin Steven was great in helping us with our Auto and Home Insurance. He was very knowledgeable and understanding of our situation and found the best plan for our family. I highly recommend him for all your future auto and home insurance needs.

Blueprint for Selling, James McEntire In my business dealings with Rob Just, I have found him trustworthy, caring, thoughtful, and an expert in handling finances.

Matthew Bobal Ive been working with Jake Katz for a while now and he is an awesome resource when it comes to financial literacy, planning, and retirement. Jake seems to remember everything we discussed previously, is up to date on new laws and regulations so much so that he actually helped my accountant find more savings, and is knowledgeable about the market and current events. Best part is Jake listens to what I say and want, and helps guide me to the best solutions rather than pushing me into a cookie cutter option. I highly recommend calling Jake and youll also feel comfortable having him manage your hard earned money and future.

Dawn Sherry Tabolt Weve had the pleasure of working with SFB & Company for about 8 years now for both personal and business financial management as well as bookkeeping. Stacey and her team have become an absolute asset and invaluable resource to us.

Erica Carey Absolutely great! Such a family environment and there to answer any questions I have! You cannot find a better group to work with than Joe, Lisa and Ryan! Big shout-out to their amazing and friendly staff as well!

Bethany Breitbeck Dee was wonderful to work with! She was attentive, pleasant and great with communication. She made our experience very smooth!