Howe & Rusling - Rochester (NY)

Jean Carlson Thomas Gwin is an excellent professional financial advisor. He is very knowledgeable and understanding. I trust his financial advice.

Taylor Tinneny Im giving 5 stars to one person and thats to Margarita. Im a little late doing this because I have two claims boys at home and they distract me. As she heard, she was so nice and friendly and didnt seem to be bothered by my noisy background. She was kind and we laughed about some things together. She made me feel very welcome. She helped me start my service and it was so easy because of her. She is wonderful and deserves a pizza party!!

Cathy Williams They are so helpful and kind and walk you through the whole process.

BRIAN ROSS Very professional!

Elizabeth Pupo-Walker David has been tremendously helpful to me. I hired him as a comprehensive financial and retirement planner. I had thought this would be an overwhelming endeavor but it turned out to be quite the opposite. We met periodically for months both on Zoom and in person. He makes every step of the process so thorough and thoughtful; always giving clear guidance with excellent pacing. He really gets to know you and what your priorities are for both the near and distant future. No stone unturned. His approach is personalized, modern, and systematic using software that helps to determine the best path forward. David has an amazing reputation in the financial world and a wealth of knowledge where that’s concerned, but also is a down to earth, community minded, charitable person. I recommend David highly and found him to be a breath of fresh air in this rapidly moving world. It’s such a relief to have my proverbial ducks in a row now.

Richard Smith I had a few issues with my home and auto company. Stephanie was there and corrected the problems and continue to do so. She has been great. Great agency. So glad we have such a dedicated source for our insurance needs locally

Blake Henderson My favorite credit union bank around.