Herold & Lantern Investments, Inc. - Staten Island (NY)

John Tompkins What I need to do Im able to get done. Its a friendly bank for our community and they do for the community..its one hell of wonderful bank..better than your bigger banks for sure..they work with you if you have problems. They are a community bank ...... Thank you Tioga State Bank ...

Gary Burchik One of the things my wife and I are grateful for this holiday season is having met with Laura for the first time back in 2018. Over the years she has helped us get our financial lives in order. Each time we meet we cover new topics and opportunities to tweak our investments and guide us toward a comfortable retirement. She understands our risk tolerance and has our portfolio well balanced. Laura also has valuable connections to help with other aspects of our lives such as preparing a will, and health care proxies. We highly recommend her!

Kim Ganley I highly recommend Invessent! Jarrett, Lidia and Thomas make a great team. They listen, understand my goals and are very attentive. They are thorough in their approach and help me understand the implications of my decisions. No cookie cutter approaches with them. I’m so happy I brought my business to Invessent!

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.

Maryrose Angelo Jason has handled all of my accounts for the last 6 years and I couldnt be happier. I always know hes going to be upfront with me with, no bs and I appreciate that especially when it comes to my financials. Very knowledgable and easy to work with. Sometimes things just work, and working with Jason works.

Dylan Hum Thomas Rogers helped me today at the Mineola branch and he was so nice.

Maryann Van My husband and I have been clients of Quest Financial for well over two decades now. Their services is excellent. My advisor is there when I need him. They were there when I retired. They were there when we had our grandchildren. We appreciate everything they have done to help us make smart financial decisions along the way. On top of all of that...they are local.